Relationship Wealth Manager

Job title – Relationship Wealth Manager / Investment Counsellor

Department - Private Wealth

Employment Type - Permanent

This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post-holder is expected to contribute to the business and maintain the highest of standards. Moreover he/she must adhere to the company policies and must maintain a certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements.

General brief about the role:

The Investment Counsellor / Private Wealth Manager plays a vital role in providing investment advice and curated solutions to HNI/Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships

Essential Duties and Responsibilities:

● Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.

● Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.

● Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.

● Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.

● Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.

● Accountable to achieve annual targets on AUM & revenue in the respective geography.

● Aiming for consistent growth of customer wallet share and book size.

● Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise

Personnel Specification

Education - Master’s Degree from an accredited College

Experience - 8 Years’ experience in investment management, wealth advisory, or related financial services roles.

Skill Sets -

● Communication Skills (Must be multilingual with excellent communication)

● Market knowledge (understand the dynamics of financial business)

● Resourcefulness

● Convincing Skills

● Analytical skills

Behavioural Competencies -

● Service oriented

● Perseverance

● Interpersonal skills

● Cultural sensitivity

● Willingness to learn

● Initiative

● Teamwork and Cooperation

● Result Oriented

● Creativity and Innovation

● Communication and courtesy to customers

Certifications - Mandatory certifications must be acquired as per the Industrial Certification policy of the Company.