Relationship Manager - Capital Raising/Wealth Relationship (7-15 yrs)

Manager - Capital Raising/Wealth Relationship

Job location: Bangalore, Hyderabad or Chennai.

Work experience: 7 to 15 years

Job Description:

- Capital Raising, Wealth Management, Preferably someone with a decent Book.

- Seeking an experienced Relationship Manager to develop and maintain relationships with high-net worth individuals, family offices, and institutional clients for investment in various financial strategies. The ideal candidate will have a proven track record of managing substantial AUM and strong client relationships.

Key Responsibilities:

1. Client Management:

- Manage and grow a portfolio of high-net-worth clients with a minimum book size of - 500 crores.

- Develop and execute strategies to expand existing client relationships.

- Provide personalized investment solutions based on client needs and risk profiles.

- Regular client portfolio review and performance updates.

2. Business Development:

- Identify and acquire new client relationships through networking and referrals.

- Meet or exceed quarterly and annual AUM targets.

- Develop and maintain relationships with key influencers and intermediaries.

- Participate in client events and investment conferences.

3. Investment Advisory:

- Present and explain various investment strategies to clients.

- Keep clients informed about market developments and investment opportunities.

- Work closely with product teams to understand new offerings.

- Ensure compliance with regulatory requirements in client communications.

Required Qualifications:

- 7-15 years of experience in wealth management/asset management.

- Proven track record of managing AUM of at least - 200-500 crores.

- Strong existing network of HNI clients and family offices.

- Excellent understanding of financial markets and investment products.

- Relevant certifications (MBA/CFA/CFP preferred).

Any other comments to be included in JD or while hiring?

Skills and Competencies:

- Strong relationship building and networking abilities.

- Excellent communication and presentation skills.

- Deep understanding of investment products and market dynamics.

- Ability to work independently and meet targets.

- Strong analytical and problem-solving skills.