Wealth Relationship Manager - PCG

Role & responsibilities

• Providing financial solutions for high net worth clients.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
• Sharing model portfolios with clients.
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Preferred candidate profile

A candidate with good stability and strong client UHNI network with 5+ years of experience into Private wealth management.