Relationship Manager - Wealth Management Firm
Stock Market Trading Asset & Wealth Management
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Job Description
We are hiring for a Relationship Manager role with a leading AI-enabled wealth management firm serving affluent families
Key Responsibilities:
- Manage and grow affluent client portfolios; conduct regular portfolio reviews
- Acquire new clients through referrals, networking & market outreach
- Collaborate with Advisors for proposal preparation and advisory delivery
- Document all investment advice and ensure strong compliance discipline
- Maintain CRM funnel, update client interactions, and use AI RM-CoPilot for productivity
Requisites:
- 3-8 years of experience in affluent/HNI/UHNI wealth management
- Strong client acquisition ability and good networking skills
- Excellent client communication and advisory understanding
- Familiarity with financial products and wealth processes
Skills
BFSI SalesWealth ManagementSalesClient CommunicationAcquisitionInvestment AdviceWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Drawing upon our extensive experience in the field of recruitment since 2001, we possess a profound comprehension of diverse domains and cutting-edge technologies, along with access to an exceptional talent pool. Our track record is defined by a series of triumphs in talent acquisition spanning various levels and geographical locations. Through our robust in-house training initiatives, our team is well-equipped with Market Intelligence, proficient in forming market connections, & distinguished by their Technical Excellence."
We embrace future challenges with confidence, rooted in innovation, excellence, and a client-centric focus.
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