Wealth Relationship Manager

Technical Skills for Business Development

• Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel 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 information 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 the client servicing team.
• A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas/ advising with the support of research analysts, and CIO for bespoke requests.
• Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients
• Have successfully built and generated new business across a large set of client base.
• Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention

Research & 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 the 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 for ensuring all activities are in adherence to per compliance framework
• NISM Certification