Relationship Manager / Financial Planner
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Job Description
Were hiring: Relationship Manager Financial advisor
Know how to talk money without sounding like a spreadsheet?
Join a fast-growing firm that’s redefining financial relationships with trust, insight and strategy.
As a relationship manager- financial advisor:
- * Proactively reach out to potential clients.
- * Set up and lead impactful in-person meetings.
- * Offer personalized investment advice to HNI clients.
- * Build long-term partnerships grounded in value.
What we’re looking for:
- * 1-6 years in wealth management or client advisory.
- * Strong product knowledge & people skills.
- * A client-first, growth-oriented mindset.
Compensation: 3–8 LPA, based on experience & performance
Looking to lead with purpose and drive?
Apply now and grow with us.
Skills
AifAdvisoryPMIPO FundingAcquisitionPrivate BankingWealth ManagementSalesInvestment 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.
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