Relationship Manager- Wealth (Mangalore)

Vitasta Consulting Pvt Ltd

Job Location:

Mangalore - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Overview:
The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions.

Key Responsibilities:

Understand clients investment needs and create long-term asset allocation strategies
Acquire and advise HNI clients across Equity Mutual Funds Debt and Alternate Assets
Manage client portfolios with a focus on asset allocation and overall wealth management
Provide financial planning tax planning and investment advisory solutions
Coordinate with product and research teams for customized investment recommendations
Build and maintain strong client relationships to drive AUM growth
Support clients on opportunities in Corporate Finance M&A and Private Equity (with internal teams)

Key Requirements:

5 years of experience in Wealth Management/Private Banking
Strong expertise in Equities (must) along with MF Fixed Income and Alternates
Proven track record in HNI client acquisition and portfolio management
Strong understanding of financial planning and investment products
Excellent client relationship and communication skills

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term asset allocation s...