Manager/ Relationship Manager - Wealth Management

We are looking for an experienced Wealth Manager to manage and grow a portfolio of High Net-Worth (HNI) and Ultra HNI clients. The role involves delivering holistic wealth solutions across investments, advisory, and financial planning while building long-term client relationships. Key Responsibilities: Client Relationship & Advisory: Manage and grow a book of HNI / UHNI clients Understand clients' financial goals and risk profiles to offer tailored wealth solutions Act as a trusted advisor for clients, providing regular updates and market insights Develop and maintain strong relationships with clients, ensuring high levels of client satisfaction and retention Wealth Management Solutions: Provide comprehensive wealth management solutions, including investment management, financial planning, and estate planning Collaborate with internal teams to deliver a seamless client experience Identify cross-selling opportunities and promote a full suite of wealth management products and services Business Development: Proactively seek new business opportunities and expand the client base Develop and implement business development strategies to acquire new clients Network with industry professionals and attend relevant events to build relationships and generate leads Compliance & Risk Management: Ensure adherence to all regulatory and compliance requirements Maintain a strong understanding of industry regulations and best practices Identify and mitigate potential risks related to client portfolios and business operations Qualifications: Bachelor's degree in finance, economics, or a related field Proven experience in wealth management, with a focus on HNI / UHNI clients Strong understanding of financial markets, investment products, and wealth management strategies Excellent communication, interpersonal, and presentation skills Ability to build and maintain strong client relationships Strong analytical and problem-solving skills Ability to work independently and as part of a team Relevant certifications (e.g., CFP, CFA) are a plus