Client Relationship Executive

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 investments, estate planning, and wealth structuring
• Ensure high levels of client satisfaction and retention

Investment & Product Advisory:

• Advise clients across asset classes including Mutual Funds, PMS & AIFs, Equities & Fixed Income, Insurance & other wealth solutions
• Monitor portfolios and pr...