Relationship Manager
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Key skills for this role
About the Role
Harjai Technologies is seeking a Relationship Manager / Senior Relationship Manager for Wealth Management to acquire and manage relationships with HNI and UHNI clients. The role involves delivering tailored wealth management solutions, driving AUM growth, and providing strategic investment advice.
Key Skills for This Role
Responsibilities
- Build and manage relationships with HNI, UHNI, Family Office, and Institutional clients
- Grow and retain AUM through client acquisition and portfolio expansion
- Recommend wealth management, investment, and asset management solutions aligned with client objectives
- Advise clients on capital allocation, portfolio diversification, and investment strategies
- Analyze financial markets and identify suitable investment opportunities
- Work closely with product, investment, and research teams to deliver customized solutions
- Monitor portfolio performance and conduct regular client reviews
- Ensure compliance with regulatory requirements and internal investment policies
- Achieve revenue, AUM, and relationship management targets
- Stay updated on market trends, economic developments, and investment products
Requirements
- Experience in building and managing relationships with HNI, UHNI, Family Office, and Institutional clients
- Ability to grow and retain AUM through client acquisition and portfolio expansion
- Knowledge of wealth management, investment, and asset management solutions
- Ability to advise clients on capital allocation, portfolio diversification, and investment strategies
- Analytical skills to analyze financial markets and identify investment opportunities
- Ability to work closely with product, investment, and research teams
- Monitor portfolio performance and conduct regular client reviews
- Ensure compliance with regulatory requirements and internal investment policies
- Achieve revenue, AUM, and relationship management targets
- Stay updated on market trends, economic developments, and investment products
Full Job Posting
Role Overview
- The Relationship Manager / Senior Relationship Manager – Wealth Management is responsible for acquiring, managing, and growing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Institutional clients.
- The role focuses on delivering tailored wealth management and investment solutions, driving Assets Under Management (AUM) growth, and providing strategic advice on asset allocation, portfolio construction, and capital preservation.
- The incumbent will collaborate with investment and product teams to identify suitable investment opportunities while ensuring exceptional client service and long term relationship management.
Key Responsibilities
- Build and manage relationships with HNI, UHNI, Family Office, and Institutional clients
- Grow and retain AUM through client acquisition and portfolio expansion
- Recommend wealth management, investment, and asset management solutions aligned with client objectives
- Advise clients on capital allocation, portfolio diversification, and investment strategies
- Analyze financial markets and identify suitable investment opportunities
- Work closely with product, investment, and research teams to deliver customized solutions
- Monitor portfolio performance and conduct regular client reviews
- Ensure compliance with regulatory requirements and internal investment policies
- Achieve revenue, AUM, and relationship management targets
- Stay updated on market trends, economic developments, and investment products
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