Senior Relationship Manager - Wealth Management

Department Icon BFSI (Operations & Lending)
Posted: 2 months ago
8-12 years
Mumbai
BFSI (Operations & Lending)
work from office
Full Time

Posted: 2 months ago
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Job Description

Senior Relationship Manager - Wealth Management

We are seeking an experienced Senior Relationship Manager to join a leading wealth management firm and drive the growth of its private wealth business. The role involves acquiring and managing Ultra-High-Net-Worth (UHNW) individuals, family offices, and institutional clients, delivering tailored investment solutions, and expanding assets under management (AUM).

The ideal candidate will have 8-12 years of experience in private banking or wealth management with a reputable local or international financial institution, along with a strong network of HNW/UHNW clients and a proven track record in client acquisition, relationship management, and revenue generation. A solid understanding of investment products, financial markets, and regulatory compliance is essential.

Qualifications:

  • Degree in Finance, Business Administration, Economics, or a related field.
  • Experience in private banking or wealth management with a leading financial institution.
  • Strong knowledge of wealth management products, financial markets, and client advisory.
  • Experience covering clients across the UAE, GCC, South Asia, Europe, or Africa is an advantage.

Skills

Wealth ManagementSalesBankingBFSI SalesPrivate BankingClient AcquisitionAcquisitionAdvisoryInvestment ProductsPrivate BankingWealthWealth Management

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