Talent.com
Relationship Manager
Relationship ManagerAAA Global • Kolhapur, IN
Relationship Manager

Relationship Manager

AAA Global • Kolhapur, IN
17 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 :

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

    Create a job alert for this search

    Relationship Manager • Kolhapur, IN

    Related jobs
    Affiliate & Retention Manager (iGaming)

    Affiliate & Retention Manager (iGaming)

    Valor.Partners • Kolhapur, IN
    We are looking for a specialist who can combine partner management with player retention.A strong understanding of the iGaming market, analytics, and effective communication is essential.Gaming in ...Show more
    Last updated: 13 days ago • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreq • kolhapur, maharashtra, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show more
    Last updated: 22 days ago • Promoted
    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Mashreq • Kolhāpur, Republic Of India, IN
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show more
    Last updated: 21 days ago • Promoted
    Credit Manager - Home Loans

    Credit Manager - Home Loans

    Blank Financial • Kolhapur, IN
    Blank Financial is a Multi Award Winning Mortgage Broking Business that is dedicated to helping individuals achieve their homeownership and financial dreams. By offering smart lending options and re...Show more
    Last updated: 2 days ago • Promoted
    Lead Sales Manager-Edtech

    Lead Sales Manager-Edtech

    India Market Entry • Kolhapur, IN
    Job Title : Lead Sales Manager (LSM)-Edtech.Employment Type : Full Time, Permanent, Remote.Industry Type : Education sector. Department : Client Service and Revenue.India Market Entry (IME) is a leader ...Show more
    Last updated: 14 hours ago • Promoted • New!
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Confidential • Kolhapur, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show more
    Last updated: 21 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Confidential • Kolhapur
    In this role, you will be the front-end interface, engaging directly with customers, building positive relationships, and assisting in generating new business. You will be responsible for resolving ...Show more
    Last updated: 30+ days ago • Promoted
    Affiliate Manager - Lead Generation

    Affiliate Manager - Lead Generation

    Crossblade Media LLC • Kolhapur, IN
    Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market. We specialize in generating high-quality leads across multiple vertical...Show more
    Last updated: 5 days ago • Promoted
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    Dozti • Kolhapur, IN
    Inbound Sales & Relationship Specialist – Dozti.Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries.We support purpose-bui...Show more
    Last updated: 4 days ago • Promoted
    Investor Relations Manager | US HealthTech VC | EST

    Investor Relations Manager | US HealthTech VC | EST

    Magma Digital Ventures • Kolhapur, IN
    Investor Relations Manager | US HealthTech VC | EST.Location : Remote (Must be flexible to work EST hours- (6 PM- 3 AM IST). Compensation : Competitive, aligned with experience.A leading US-based Heal...Show more
    Last updated: 1 day ago • Promoted
    Investor Relation Executive

    Investor Relation Executive

    Talentoj • Kolhapur, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems. You have basic financial knowledge.Show more
    Last updated: 18 days ago • Promoted
    Junior Affiliate Manager

    Junior Affiliate Manager

    Fair Sky Partners • Kolhapur, IN
    We're looking for a driven individual who will become the engine behind our affiliate operations.This is a learn-by-doing role where you'll be trained hands-on during your first month while contrib...Show more
    Last updated: 2 days ago • Promoted
    Business Development Manager - US Staffing (B1 visa in 1 year)

    Business Development Manager - US Staffing (B1 visa in 1 year)

    Cortex Consultants LLC • Kolhapur, IN
    Cortex Consultants LLC is a global workforce solutions provider and trusted partner in offshoring and staffing services.With over 15 years of experience, Cortex specializes in technology staffing a...Show more
    Last updated: 6 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Call2Connect • kolhapur, maharashtra, in
    Position : - Relationship Manager.Product : - Ulip plans(mutual Fund).Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred). Financial products knowledge is must (MF / FD / ...Show more
    Last updated: 13 days ago • Promoted
    Partnership & Product Development Manager

    Partnership & Product Development Manager

    DOOR International South East Asia • Kolhapur, IN
    DOOR International Southeast Asia.Partnerships C Product Development Manager.Remote – Mumbai / Bangalore / Delhi / Vadodara. B2B / Professional Services / Learning C Development / Consulting.We are seekin...Show more
    Last updated: 5 days ago • Promoted
    Sales & Revenue Manager (CRO Path – Outbound) | $70k–$90k Y1 OTE, Uncapped)

    Sales & Revenue Manager (CRO Path – Outbound) | $70k–$90k Y1 OTE, Uncapped)

    Hot Print Co • Kolhapur, IN
    SALES & REVENUE MANAGER (CRO PATH - OUTBOUND) | $70K-$90K FIRST YEAR OTE, UNCAPPED.Remote — Global A Players Welcome.If you know how to build outbound machines (not just run them) you will not find...Show more
    Last updated: 1 day ago • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltd • kolhapur, maharashtra, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show more
    Last updated: 22 days ago • Promoted
    Business Development Manager (US Staffing Services)

    Business Development Manager (US Staffing Services)

    Integration International Inc. • Kolhapur, IN
    Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested. A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more
    Last updated: 30+ days ago • Promoted