Company Overview

i4 Consulting: Reimagining HR Blueprints, focuses on building next-generation organizations and delivering data-driven employee insights. We specialize in empowering organizations through technology innovations to enhance talent attraction, employee experience, and productivity. Our solutions are agile, cost-effective, and customizable based on organizational demands. We cater to startups, retail, media, product-based organizations, and MNCs. With a team of 11-50 employees, we are headquartered across PAN India in the Human Resources Services industry. Visit our website for more information.

Job Overview

We are looking for a Relationship Manager/Wealth Manager to join our Client. The position is mid-level and based in Hyderabad, offering full-time employment. The ideal candidate will be responsible for managing client relationships and portfolios, focusing on wealth management for high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).

Qualifications and Skills

• Strong expertise in wealth management (Mandatory skill).
• Proven experience in managing Assets Under Management (AUM) effectively.
• Skilled in portfolio management and advising clients on financial matters.
• Ability to cater to high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).
• Demonstrated track record in sales within the wealth management industry.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Analytical skills to assess client needs and financial goals accurately.
• Strong negotiation skills to maximize client satisfaction and secure beneficial deals.

Roles and Responsibilities

• Manage and grow a portfolio of high-net-worth (HNI) and ultra-high-net-worth individuals (UHNI) clients.
• Provide clients with expert financial advice and tailor wealth management strategies to meet their financial goals.
• Conduct regular portfolio reviews and adjust strategies to ensure optimal performance.
• Identify new business opportunities and develop strategies to attract and retain clients.
• Monitor client investments and market trends to provide timely recommendations.
• Prepare detailed reports and presentations for clients to keep them informed of financial status and investment performance.
• Collaborate with other team members to enhance service offerings and client satisfaction.
• Ensure compliance with regulatory requirements and internal policies in all client interactions and transactions.