Relationship Manager (North)
As a Relationship Manager for our Northern region, you will manage an active client portfolio and drive wealth creation through tailored investment advisory. You will analyze investor profiles, align capital with high-performing assets—spanning Mutual Funds, PMS, AIFs, Corporate FDs, and Insurance—and consistently hit monthly volume benchmarks. This is an onsite role for an advisor who pairs sound market literacy with disciplined commercial execution.
Key Responsibilities
Acquire, retain, and expand relationships with individual and corporate investors across the Northern territory.
Assess client risk appetites and balance sheets to recommend targeted allocations across Mutual Funds, Corporate FDs, PMS, AIFs, and Insurance.
Execute routine portfolio reviews, rebalancing assets based on performance benchmarks and macroeconomic conditions.
Meet and exceed monthly Net New Money (NNM) and revenue targets.
Direct onboarding workflows and documentation with internal operations teams to ensure prompt transaction clearance and compliance.
Requirements
1–5 years of front-line experience in wealth management, private banking, or financial product distribution.
Working knowledge of asset classes, regulatory limits, and risk-return characteristics of retail and alternative investment vehicles.
Demonstrated track record of meeting monthly cross-sell and asset-gathering targets.
Clear communication skills suited for presenting complex financial structures to discerning clients.
Full-time availability for onsite operations at our regional hub.
Preferred Qualifications
Active NISM certifications (Series V-A: Mutual Fund Distributors, Series XXI-A: Portfolio Management Services).
An established personal book of high-net-worth clients within the region.
Direct experience sourcing and closing multi-asset mandates, particularly PMS and AIF allocations.
What We Offer
Competitive base compensation paired with an uncapped, performance-driven incentive model.
Institutional-grade research access and direct support from dedicated product desks.
A clear, merit-based advancement trajectory toward Senior Relationship Manager and Private Wealth Lead roles.