Talent.com
Relationship Manager
Relationship ManagerAAA Global • delhi, India
Relationship Manager

Relationship Manager

AAA Global • delhi, India
24 days ago
Job description

Relationship Manager – Wealth Management

Location : Anywhere in India or Asia

Experience : 5+ years

About the Role

We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and investment advisory services. You will be responsible for managing and growing client portfolios, identifying investment opportunities, and delivering tailored financial solutions aligned with clients’ long-term objectives.

Key Responsibilities

  • Develop, manage, and expand relationships with HNW and institutional clients
  • Provide personalized investment and wealth management advice
  • Identify new business opportunities and onboard new clients
  • Coordinate with internal teams to deliver a high standard of client service
  • Maintain up-to-date knowledge of investment products, market trends, and regulatory changes

Requirements

  • Minimum 5 years of experience in Wealth Management, Private Banking, Investment Banking, or Financial Services
  • Proven track record of managing HNW / UHNW client relationships
  • Strong understanding of investment products, asset allocation, and portfolio management
  • Established client network or demonstrated business development success
  • Excellent communication, interpersonal, and analytical skills
  • Discreet conversations are always welcome at :

    Create a job alert for this search

    Relationship Manager • delhi, India

    Related jobs
    Relationship Manager

    Relationship Manager

    Taggd • Delhi, India, India
    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.Yo...Show more
    Last updated: 20 days ago • Promoted
    Relationship Manager

    Relationship Manager

    AAA Global • Delhi, India
    Relationship Manager – Wealth Management.Anywhere in India or Asia Experience : .About the Role We are seeking experienced. The ideal candidate will have an existing client base of.You will be respons...Show more
    Last updated: 25 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Response Informatics • Delhi, India
    Job Duties & responsibilities • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => . INR 10M • Ensure timely portfolio review...Show more
    Last updated: 2 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Kotak Mahindra Pension Fund Ltd. • Noida, Uttar Pradesh, India
    Noida, Ahmedabad, Chennai, Bangalore and Pune.Job Profile and Key Responsibilities : .Engaging corporate clients with a view to deepening NPS penetration among their employees through arranging NPS h...Show more
    Last updated: 15 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Opus Global Services India • Greater Delhi Area, India
    Role : Relationship Executive / Relationship Manager – CEC.Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector. Preference will be given to NISM 5A & 21A certifi...Show more
    Last updated: 8 days ago • Promoted
    Relationship Manager

    Relationship Manager

    YES BANK • Noida, Uttar Pradesh, India
    Relationship Manager - SM / AVP.Small Enterprises (SE) - Working Capital Products.We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team....Show more
    Last updated: 7 days ago • Promoted
    Relationship Manager

    Relationship Manager

    PlusWealth Capital Management LLP • Noida, Uttar Pradesh, India
    Job Description for Relationship Manager.Job Location – Max Tower, Noida.PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equitie...Show more
    Last updated: 6 days ago • Promoted
    Relationship Manager

    Relationship Manager

    TP • Delhi, India
    Job Profile : Relationship Manager – High Net-Worth Clients.We are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferab...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Global Finance Limited • Delhi, India
    Greetings from Anand Rathi Global Finance!!.We are looking for experienced candidates for our LAP vertical.If you have relevant experience in LAP, kindly share your profile at.Show more
    Last updated: 17 days ago • Promoted
    Relationship Manager LAS Business

    Relationship Manager LAS Business

    Intellectual Capital HR Consulting Pvt. Ltd. • Delhi, India
    Vice President We are seeking a.Relationship Manager for our Loan Against Shares (LAS) business.This pivotal role requires an individual with. NBFC (Capital Market oriented), Private Sector Bank, We...Show more
    Last updated: 4 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Alankit Assignments Ltd • Delhi, India
    Broking Sales Relationship Manager.Key Responsibilities Client Acquisition & Business Growth : Identify, acquire, and onboard new retail and / or institutional clients, promoting Demat and Trading ac...Show more
    Last updated: 8 days ago • Promoted
    Relationship Manager

    Relationship Manager

    The Wedding Company • Delhi, India
    We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating rel...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Bellwether Associates • Delhi, India
    The ideal candidate will be responsible for gaining a deep understanding of the clients' investment objectives and creating strategic recommendations as per the liquidity requirement and risk appet...Show more
    Last updated: 1 day ago • Promoted
    Relationship Manager – Wealth Management

    Relationship Manager – Wealth Management

    UpperCrust Wealth Pvt.Ltd. • Delhi, India
    Top 5 Reasons to Build Your Career at UpperCrust Wealth.Biggest Wealth-Management Setup in Vadodara.Work with one of the city’s strongest and fastest-growing financial teams.Exposure to Every Major...Show more
    Last updated: 15 days ago • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQ • Delhi, India
    We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requ...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    upGrad Rekrut • Delhi, India
    Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providi...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Brixline • Delhi, India
    Role : Relationship Manager Company : Brixline Location : Koramangala, Bangalore Employment Type : Full-Time | On-site.About Brixline : Brixline is on a mission to fundamentally transform the way Ind...Show more
    Last updated: 11 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Axis Bank Limited • Delhi, India
    The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential c...Show more
    Last updated: 8 days ago • Promoted