Staffington Consulting
Website:
staffington.net
Job details:
Wealth Relationship Manager
Job Overview
We are looking for an experienced Wealth Relationship Manager with strong expertise in portfolio management, relationship management, and investment products. The ideal candidate should have a proven track record of managing affluent/HNI clients and a strong understanding of mutual funds and wealth management solutions.
Key Responsibilities
- Manage and develop relationships with HNI/UHNI clients and provide personalized wealth management solutions.
- Manage client portfolios and ensure effective investment planning based on client objectives and risk profiles.
- Advise clients on Mutual Funds and other investment products.
- Identify opportunities to deepen existing client relationships and increase wallet share.
- Monitor portfolio performance and provide regular updates and investment recommendations to clients.
- Acquire new clients through referrals, networking, and relationship-building initiatives.
- Ensure high levels of client engagement, satisfaction, and retention.
- Stay updated on market trends, investment products, and wealth management strategies.
- Ensure compliance with internal policies and applicable regulatory requirements.
Candidate Profile
- 7–9 years of experience in Portfolio Management and/or Relationship Management.
- Strong exposure to Wealth Management and Investment Products.
- Good knowledge of Mutual Funds, investment products, and portfolio management.
- Candidates should currently be employed; candidates who are not currently working will not be considered.
- Candidates from an Insurance-only background will not be considered.
- Preferred candidates from competitive wealth management/banking profiles such as:
Burgundy RM
Imperia RM
Preferred RM
Priority RM
Insignia RM
- Similar premium/HNI relationship management roles
- RM/Senior RM profiles from Wealth Management companies with proven AUM management experience will be preferred.
Preferred Experience
Candidates with experience managing HNI/UHNI client portfolios and significant AUM, particularly from leading banks or wealth management firms, would be highly preferred.
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