Wealth relationship manager
pxG9rDgnvZm2c86JUchT1j· Weekday's Client via platform
About this role
This role is for one of the Weekday's clients
Salary range: Rs 600000 - Rs 1100000 (ie INR 6-11 LPA)
Min Experience: 5 years
Location: Hyderabad
JobType: full-time
We are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves developing personalized financial plans, managing investment portfolios, and offering expert advice across areas such as tax planning, insurance, and risk management. The ideal candidate will demonstrate financial expertise, build long-lasting client relationships, and contribute to the overall mission of delivering exceptional wealth management services.
Key Objectives:
- Assist senior investment advisors and business heads in implementing effective investment strategies.
- Establish and maintain trusted relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
- Conduct detailed financial assessments to evaluate current financial standing and identify growth opportunities.
- Develop and implement customized financial plans aligned with client-specific goals and risk profiles.
- Recommend appropriate investment options, including equities, bonds, mutual funds, PMS, AIFs, and other instruments based on in-depth market research.
- Regularly monitor and review client portfolios, making necessary adjustments to reflect changes in market conditions or client needs.
- Provide consistent financial advice and proactive solutions to support long-term wealth growth.
- Collaborate with internal specialists (tax, legal, estate planning) to offer holistic financial solutions.
- Contribute to the organization’s financial objectives through effective financial planning and client engagement.
- Keep abreast of economic trends, market updates, and regulatory developments to offer timely and relevant financial guidance.
Qualifications & Experience:
- MBA or Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.
- 5 to 8 years of experience in wealth management or financial advisory services.
- Solid understanding of financial markets, portfolio management, and investment products.
- Skilled in financial analysis tools, portfolio management systems, CRM platforms, and the MS Office suite.
- Proven ability to build and maintain relationships with HNI clients.
- Strong analytical and problem-solving capabilities with a performance-driven approach.
- Exceptional communication skills to articulate complex financial concepts in a client-friendly manner.
- Ethical, trustworthy, and compliant with industry regulations and best practices.
- NISM V-A certification is mandatory.
- Additional certifications like CFP, PMS, or IRDA are highly desirable.
Key Skills:
- Wealth Management
- Financial Planning
- HNI Client Relationship
- PMS & AIF Advisory
- Mutual Funds & Investment Products
- Portfolio Management
- Risk Assessment
- Client Servicing
Frequently Asked Questions
Is the salary disclosed for the Wealth relationship manager position at pxG9rDgnvZm2c86JUchT1j?
The salary for this Wealth relationship manager role at pxG9rDgnvZm2c86JUchT1j is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Wealth relationship manager position at pxG9rDgnvZm2c86JUchT1j located?
This Wealth relationship manager role at pxG9rDgnvZm2c86JUchT1j is based in Hyderabad, Telangana, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Wealth relationship manager role at pxG9rDgnvZm2c86JUchT1j full-time or part-time?
This is listed as a Full time position. It is posted as a Wealth relationship manager role in the Weekday's Client via platform department at pxG9rDgnvZm2c86JUchT1j.
Which team or department does the Wealth relationship manager at pxG9rDgnvZm2c86JUchT1j belong to?
This Wealth relationship manager position is part of the Weekday's Client via platform department at pxG9rDgnvZm2c86JUchT1j. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Wealth relationship manager position at pxG9rDgnvZm2c86JUchT1j?
Click the "Apply Now" button on this page. You will be redirected to pxG9rDgnvZm2c86JUchT1j's official application portal hosted on workable where you can submit your application directly.
When was the Wealth relationship manager job at pxG9rDgnvZm2c86JUchT1j posted?
This Wealth relationship manager position at pxG9rDgnvZm2c86JUchT1j was posted on Jul 11, 2025. Apply as soon as possible — early applications are often reviewed first.
Wealth relationship manager
pxG9rDgnvZm2c86JUchT1j
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