Emkay Global - Relationship Manager - Wealth Management (2-5 yrs)

We are looking for an experienced Wealth Manager to acquire high-net-worth clients offer financial planning services, and manage diverse investment portfolios. This role focuses on driving revenue, ensuring compliance, and delivering superior client service.

Key Responsibilities:

- Acquire and manage high-net-worth clients.

- Provide financial planning and portfolio management.

- Execute transactions and ensure disciplined asset allocation.

- Handle queries related to Private Wealth, PMS, and AIF funds.

- Develop and implement short/long-term sales strategies.

- Ensure timely delivery of MIS reports and client engagement.

- Monitor client portfolios within risk and compliance guidelines.

- Stay updated on market trends and emerging opportunities.

- Drive revenue generation and build AUA (Assets Under Advice).

Key Requirements:

- Proven experience in wealth management and financial planning.

- Strong sales and client relationship skills.

- Knowledge of asset classes, compliance, and risk policies.

- Excellent communication and interpersonal skills.

Why Join Us?

- Competitive compensation and incentives.

- Opportunity for growth and continuous learning.

- Dynamic and supportive team environment.