Senior Relationship Manager - Wealth - Up To 48 LPA
- Standard Chartered
- 6 - 11 years
- Kolkata
- 1 day ago
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Job Description
Job Description: Senior Relationship Manager Wealth (Affluent Customers)
Standard Chartered Bank, India
Key Responsibilities
- Client Relationship Management
- Build and maintain long-term relationships with affluent clients.
- Understand clients financial needs and aspirations to provide tailored investment solutions.
- Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention.
- Wealth Advisory & Portfolio Management
- Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions.
- Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals.
- Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions.
- Business Development
- Acquire new affluent clients through networking, referrals, and market intelligence.
- Identify opportunities to cross-sell and up-sell banking products and services.
- Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV).
- Compliance & Risk Management
- Ensure all activities comply with regulatory requirements and internal policies.
- Maintain high standards of documentation, due diligence, and risk assessment.
- Market Awareness
- Stay updated on market trends, new product offerings, and regulatory changes.
- Share investment ideas and market updates with clients to support informed decision-making.
Skills & Qualifications
- Proven experience in managing affluent or high-net-worth clients in wealth management or private banking.
- Strong knowledge of financial products, investment advisory, and portfolio management.
- Excellent communication, interpersonal, and relationship-building skills.
- Ability to work collaboratively with internal teams and external partners.
- Bachelors degree (minimum); relevant certifications in wealth management or financial advisory are preferred.
Benefits & Career Development
- Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD.
- Opportunity to work with a diverse, international team and advance within the banks affluent and wealth segments.
- Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: Standard CharteredLocation(s): Kolkata+ View Contact
Keyskills: Wealth Management HNI Private Banking HNI Acquisition Private Wealth
Fraud Alert to job seekers!
₹ 25-40 Lacs P.A
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