Wealth Relationship Manager

Job Description We are hiring a Senior Wealth Relationship Manager for a leading MNC Bank . Key Responsibilities Acquire and manage HNI and UHNI clients for the bank's wealth management business. Build and maintain strong relationships with high-value clients and understand their financial goals. Provide comprehensive wealth management solutions across Mutual Funds, PMS, AIF, Bonds, Structured Products, Direct Equity, Life Insurance and other investment products . Manage and grow the existing client portfolio while ensuring regular portfolio reviews and relationship deepening. Achieve assigned targets for AUM, revenue, client acquisition and cross-selling . Identify new business opportunities through referrals, networking and client relationships. Coordinate with internal product specialists and investment teams to provide suitable solutions to clients. Ensure high standards of customer service, compliance and regulatory adherence. Maintain strong knowledge of financial markets, investment products and wealth management trends. Candidate Requirements Minimum 48 years of experience in Wealth Management / Private Banking . Experience in handling HNI / UHNI clients is mandatory. Strong knowledge of investment and wealth products such as Mutual Funds, PMS, AIF, Bonds, Structured Products and Insurance . Proven experience in AUM management, revenue generation and client acquisition . Excellent communication, relationship management and sales skills. Relevant NISM certifications will be preferred. Candidates currently working with Private Banks, MNC Banks, Wealth Management Firms, Broking Houses or leading Financial Institutions are preferred.