Relationship Manager – Wealth Management (HNI)
On-siteNew Delhi, Delhi, India
Job Summary
Develop and maintain long-term relationships with high-net-worth individuals by meeting regularly to understand financial goals, risk tolerance, and objectives. Provide bespoke financial planning and advisory services covering investment, estate, tax, and retirement strategies while monitoring portfolios against evolving goals and market trends. Identify new business opportunities through networking and referrals, organizing client events to expand the base. Collaborate with internal teams including research, private banking, and risk management to deliver comprehensive solutions and achieve revenue targets. Ensure all transactions comply with regulatory requirements and audit protocols while preparing detailed performance reports for clients.
Required Qualifications
- Bachelor's degree in finance, Business Administration, or related field
- Minimum 9+ years of experience in wealth management or private banking, specifically dealing with HNI clients
- Strong understanding of investment products, financial markets, and portfolio management
- Proven track record in managing and growing relationships with high-net-worth individuals
- Exceptional communication, negotiation, and interpersonal skills
- Strong analytical and financial modeling abilities
- High level of professionalism, confidentiality, and trustworthiness
- Ability to work independently and in a team environment
- Proficiency in financial planning tools, CRM systems, and Microsoft Office Suite
Desired Qualifications
- Master's degree or relevant certifications like CFA, CFP, or CWM
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