Relationship Manager - Wealth Management (5-10 yrs)

- Develop and manage relationships with HNI, UHNI and families.

- Understand the clients' financial goals and objectives to offer customized solutions.

- Conduct regular meetings with clients to review their financial situations and update strategies as needed.

- Offer investment advice and assist clients in constructing diversified portfolios.

- Advise on tax-efficient strategies and estate planning.

- Develop and implement financial plans that align with clients' long-term goals, including retirement, legacy planning, and wealth transfer.

- Monitor clients' financial plans and portfolios to ensure they stay on track.

- Advise on investment products such as equities, bonds, mutual funds, alternative investments, and more.

- Advise clients on financial planning to mitigate risks in their portfolio, business ventures, and personal wealth.

- Stay updated on financial regulations, tax laws, and market trends.