Client Portfolio Advisor

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

Discreet conversations are always welcome at :

info@aaaglobal.co.uk isha@aaaglobal.co.uk