Relationship Manager - Family Office

Key Responsibilities

• Build and manage relationships with UHNI's in designated location including family offices and Corporates
• Understand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
• Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
• Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
• Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).

Qualifications & Experience

• MBA in Finance or a Chartered Accountant
• Professional with a proven track record, with >3 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMC
• Proven sales experience in client relationship role within the wealth management/Corporate Banking/Asset management space