Relationship Manager - Client Origination

The role involves managing and developing relationships with high-net-worth clients. The primary objective is to understand the clients financial goals, provide personalized investment advice, and offer tailored wealth management solutions to help clients achieve their financial objectives. The role includes working collaboratively with wealth advisors, investment teams, portfolio analysts, service managers and clients.

Attributes required / preferred skills

• Ability to successfully develop strong working relationships with clients, senior management, and key decision makers in the client relationship.
• Providing a best-in-class service experience to a select group of clients. Frequent communication with clients; both verbally and in writing.
• Outgoing, service-minded, self-motivated, and multi-faceted to help grow the business.
• Strong client focus, business development and relationship management skills.
• Customer management abilities to be a solutions provider for clients and ensure their satisfaction by leveraging all resources.
• Excellent knowledge of products, market dynamics and economic scenario.
• Good analytical skills to be able to sift through data and create best options as per client needs.
• Understand clients risk profile and maximize the risk vs. reward balance for individual clients by optimizing product mix in consultation with the investment team.
• Ability to take initiative in a dynamic and constantly changing industry and ability to adopt a generalist mindset.
• Strong communication skills. Good interpersonal skills.