Sr. Relationship Manager - Wealth

About the role

The Senior Relationship Manager will manage HNI client portfolios by providing investment solutions and superior service. The role involves profiling clients to offer tailored products including debt, equities, mutual funds, and real estate investments to meet their financial goals.

Responsibilities

• Address HNI client investment requirements
• Perform portfolio performance analysis and modeling
• Conduct business development and analytics
• Offer debt products, structures, equities, mutual funds, and real estate products

Required skills

• Wealth Management
• Portfolio Management
• Business Development
• Financial Analysis
• Portfolio Modeling