Emkay Global - Relationship Manager - Wealth Management

We are looking for an experienced Wealth Manager to acquire high-net-worth clients, offer financial planning services, and manage diverse investment portfolios. This role focuses on driving revenue, ensuring compliance, and delivering superior client service.

Key Responsibilities:

1. Acquire and manage high-net-worth clients.
2. Provide financial planning and portfolio management.
3. Execute transactions and ensure disciplined asset allocation.
4. Handle queries related to Private Wealth, PMS, and AIF funds.
5. Develop and implement short/long-term sales strategies.
6. Ensure timely delivery of MIS reports and client engagement.
7. Monitor client portfolios within risk and compliance guidelines.
8. Stay updated on market trends and emerging opportunities.
9. Drive revenue generation and build AUA (Assets Under Advice).

1. Proven experience in wealth management and financial planning.
2. Strong sales and client relationship skills.
3. Knowledge of asset classes, compliance, and risk policies.
4. Excellent communication and interpersonal skills.

1. Competitive compensation and incentives.
2. Opportunity for growth and continuous learning.
3. Dynamic and supportive team environment.