Relationship Manager - Wealth Management (5-15 yrs)

Relationship Manager - Wealth Management

Locations : Bengaluru, Hyderabad, Chennai, Kolkata

Your Future Employer :

A leading and reputed wealth management firm committed to delivering exceptional advisory services and fostering long-term relationships with clients.

Responsibilities :

- Acquiring new high-net-worth clients and growing the asset under management (AUM).

- Monitoring financial market trends and recommending responsive client strategies.

- Building and maintaining strong client relationships to drive business development.

- Analyzing client portfolios and recommending suitable financial products.

- Collaborating with stakeholders to meet customer needs and achieve targets.

Requirements:

- Graduate/Postgraduate in any discipline with 5+ years of wealth management experience.

- In-depth knowledge of investment products and market trends.

- Strong background in banking or wealth platforms.

- Proficiency in MS Office and relevant certifications (AMFI/IRDA).

- Exceptional communication and client management skills.