Private Banker/Relationship Manager/Wealth Manager
JM Financial Services Ltd is hiring a Relationship Manager to manage and grow a portfolio of HNI and UHNI clients. The role involves providing holistic financial advisory, designing investment strategies, and ensuring strict compliance with financial regulations. You will collaborate with internal investment specialists to deliver customized wealth solutions. This role requires deep expertise in various asset classes and a strong focus on long-term client relationship building.
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Experience
Experience not specified
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
JM Financial Services Ltd is hiring a Relationship Manager to manage and grow a portfolio of HNI and UHNI clients. The role involves providing holistic financial advisory, designing investment strategies, and ensuring strict compliance with financial regulations. You will collaborate with internal investment specialists to deliver customized wealth solutions. This role requires deep expertise in various asset classes and a strong focus on long-term client relationship building.
TAL's take
Solid role at an established financial services firm with clear ownership of client portfolios.
The JD provides a crisp, well-structured list of responsibilities covering client management, advisory, and compliance.
Must haves
- Experience in acquiring and onboarding HNI/UHNI clients
- Expertise in asset classes like Mutual Funds, PMS, AIFs, Bonds, and Insurance
- Ability to design personalized investment plans and asset allocation strategies
- Strong understanding of financial planning and market trends
- Adherence to SEBI and AMFI regulatory guidelines
About the company
Established Indian financial services firm with a long-standing reputation in the financial sector.
Posts mentioning JM Financial Services Ltd
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