We are looking for a banking candidate who would be keen on financial planning and advisory for one of the Boutique Wealth Management firm.- The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.- This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support.- As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development, and Handling of Client Relationships related to Financial Planning and Wealth Management.Key Responsibilities :- Monitor and address HNI clients banking and Investment requirements- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for an enhanced experience; thereby helping the client to reach his short term and long term investment goals.- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.- Achievement of product-wise targets.- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.- Ensuring need-based product approach towards clients and regular reporting of product penetration.- Conduct risk profiling of all mapped clients for better advisory on investment needs.Experience : 2 to 10 years in Wealth ManagementFunctional Competencies for this role would be :- Ability to manage relationships to improve the relationship value of existing customers.- Ability to build and maintain long term relationships, deepening relationship and growing revenues.- Ability to provide seamless and superior service delivery.- Ability to ensure compliance with key regulatory and bank level requirements. (ref:updazz.com)