Wealth Relationship Manager

Job Description

BUSINESS DEVELOPMENT Prospect acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling other client engagement activities. Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc Prepare and interpret for clients information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation. Constantly monitor and review client portfolios based on timely analysis of market dynamics. Ensuring regular availability of Research material and inputs to the client. Service existing clients with the support of client servicing team. A good part of the job is largely tailored around client requirement - this could be a mix of pitching investment ideas/ advising with the support of research analysts and CIO for bespoke requests. Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Have successfully build and generated new business across a large set of client base Has demonstrated on developing deep and strong client relationship and has the ability to maintain high level of retention RESEARCH AND PRODUCT KNOWLEDGE Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence. Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Should coordinate with research team and wealth products team and advise client basis intelligent analysis of facts To read, research and update themselves on available investment opportunities in the market. COMPLIANCE Responsible to ensure all activities are in adherence as per Compliance framework NISM Certification Team player Good interpersonal communication skills