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Urgent! Wealth Relationship Manager Job Opening In Kanpur – Now Hiring Wise Finserv

Wealth Relationship Manager



Job description

Role Description
This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow
The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies.

Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage.
Key Responsibilities
Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles.
Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices.
Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements.
Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments.
Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs.
Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses.
Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations.
Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions.
Qualifications & Skills
Bachelor’s degree in Finance, Business, or a related field.
Previous experience in Private Wealth Management or Financial Services preferred.
Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage.
Excellent interpersonal and communication skills.
Strong analytical, organizational, and problem-solving abilities.
High attention to detail and ability to manage sensitive client information with discretion.
Proficiency in Microsoft Excel and PowerPoint.


Required Skill Profession

Financial Specialists



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