Wealth Relationship Manager - Banking

About the Role: We are looking for an experienced and client-focused Wealth Manager to manage and grow relationships with High Net-Worth Individuals (HNIs), Ultra-HNIs, and affluent clients. The candidate will be responsible for understanding clients financial goals, providing suitable investment solutions, managing portfolios, and driving business growth while ensuring a high level of client service. Key Responsibilities: - Manage and develop relationships with HNI/UHNI and affluent clients. - Understand clients financial objectives, risk appetite, investment horizon, and liquidity requirements. - Provide customized wealth management and investment solutions aligned with client requirements. - Advise clients across products such as Mutual Funds, PMS, AIF, Bonds, Fixed Income, Insurance, Structured Products, Equities, and other investment products. - Monitor client portfolios and provide periodic reviews and recommendations. - Acquire new clients through references, networking, existing relationships, and business development activities. - Increase AUM, revenue, client wallet share, and cross-sell opportunities. - Build long-term relationships and ensure high levels of client retention and satisfaction. - Coordinate with internal teams such as investment advisory, product, operations, compliance, and research. - Ensure all client transactions and recommendations comply with applicable regulatory and compliance requirements. - Maintain accurate client records, KYC documentation, and portfolio information. - Track market developments and communicate relevant investment opportunities and market updates to clients. - Conduct regular client meetings and investment reviews.