Private Wealth Relationship Manager
- IIFL Finance
- 8 - 10 years
- Kochi
- 8 days ago
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Job Description
Job Description: Private Wealth Relationship Manager
Location: Kochi, Calicut, Trivandrum.
Experience Required: 8-10 Years
Industry: Wealth Management / Financial Services
About the Role: We are looking for an experienced Private Wealth
Relationship Manager to join our team in Kerala. The ideal candidate should have a strong background in managing HNI/UHNI clients, a proven ability to grow and retain a highquality book, and deep understanding of wealth management products
.Key Responsibilities
- Manage and enhance relationships with High Net-Worth (HNI) and Ultra HNI clients.
- Maintain and grow an existing investment book of significant size with consistent YoY expansion.
- Acquire new clients through networking, referrals, and market intelligence.
- Provide customized wealth management solutions across products such as equity, PMS, AIF, mutual funds, bonds, structured products, insurance, and alternative investments.
- Work closely with internal product teams to deliver high-quality advisory and service.
- Ensure compliance with all regulatory and internal guidelines while managing client portfolios.
- Achieve revenue targets through cross-selling and upselling wealth products.
- Conduct periodic portfolio reviews and financial planning discussions with clients.
Required Experience & Skills
- 8-10 years of experience in Private Wealth / HNI Relationship Management.
- Should possess a strong existing book and the ability to transition and scale it.
- Demonstrated track record of managing affluent client relationships with high satisfaction scores.
- Strong understanding of capital markets, investment products, and risk profiling.
- Excellent communication, negotiation, and relationshipbuilding skills.
- Ability to work collaboratively with internal stakeholders and product teams.
Educational Qualification
- Graduate or Postgraduate in Finance/Commerce/Business Administration.
Regards,
IIFL Capital Services HR Team.
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: IIFL FinanceLocation(s): Kochi
Keyskills: Wealth Product Wealth Management Ultra Hni HNI Client Handling
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IIFL Finance Limited is one of the leading players in the financial services space in India. Together with its subsidiaries IIFL Home Finance Limited, IIFL Samasta Finance Limited (Formerly known as Samasta Microfinance Limited) and IIFL Open Fintech Private Limited, it provides a diverse range of ...
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