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Private wealth Relationship Manager

Fresher   Chandigarh   01 Oct, 2025
Confidential
Job LocationChandigarh
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaProperty Management
EmploymentTypeFull-time

Job Description

    Industry: Financial Services (Broking)Department: BFSI, Investments & TradingRole Category: BFSI, Investments & Trading - OtherEmployment Type: Full-Time, PermanentRole OverviewThe position requires building and nurturing strong relationships with high-net-worth clients to understand their financial aspirations and provide tailored wealth management solutions. The role focuses on advising clients across a range of investment products, ensuring their portfolios align with their goals and risk tolerance, while driving business growth through new client acquisition and cross-selling.Key Responsibilities
    • Develop and sustain trusted relationships with high-net-worth individuals by comprehending their financial goals.
    • Deliver customized financial advice and wealth management strategies that align with clients needs and risk profiles.
    • Conduct periodic portfolio assessments and performance reviews to ensure clients investments remain on track.
    • Exhibit in-depth knowledge of wealth management offerings including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds, Insurance, and Equity products.
    • Educate clients about product features, benefits, and associated risks to support informed investment decisions.
    • Suggest appropriate investment solutions and strategies tailored to individual client preferences and risk appetite.
    • Identify and pursue new business prospects through networking and referrals to expand the client base.
    • Drive revenue growth by cross-selling a broad range of wealth management services to existing clients.
    • Perform detailed due diligence on investment products and service providers to manage and mitigate risks effectively.
    • Maintain accurate and compliant records of client interactions and transactions.
    Required Skills & Qualifications
    • Strong expertise in wealth management products, particularly AIFs and PMS.
    • Proven success in managing and growing relationships with affluent clients.
    • Excellent communication, presentation, and negotiation abilities.
    • Capability to work autonomously and collaboratively within a fast-paced setting.
    • Relevant regulatory certifications such as AMFI or NISM are preferred.
    Education
    • Undergraduate degree in any discipline.

Keyskills :
managementnegotiationpresentationwealthcommunicationaffluentrelationshipscollaborativelyfast-pacedautonomouslystrongsetting.growingworkparticularlyaifssuccessabilities.withinprovenproductsclients.excellentmanagingexpertisecapabi

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