Talent.com
Relationship Manager
Relationship ManagerAAA Global • bangalore district, karnataka, in
Relationship Manager

Relationship Manager

AAA Global • bangalore district, karnataka, 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 • bangalore district, karnataka, in

    Related jobs
    Relationship Manager

    Relationship Manager

    Ceyone Marketing Pvt Ltd • Bengaluru, Karnataka, India
    Ceyone Marketing Pvt Ltd is dedicated to revolutionizing the home-buying experience by prioritizing clarity, trust, and a human connection at every stage of the process. Unlike conventional real est...Show more
    Last updated: 5 hours ago • Promoted • New!
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQ • bangalore, karnataka, in
    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
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • bangalore, karnataka, in
    The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth r...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Livspace • Bengaluru, India
    Livspace is building the world's first end-to-end interior design platform out of India.We’re India's top online home improvement & interior destination for consumers and the world & first design a...Show more
    Last updated: 1 day ago • Promoted
    Portfolio Relationship Manager

    Portfolio Relationship Manager

    IndusInd Bank • Bengaluru, Republic Of India, IN
    Relationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers;.To acquir...Show more
    Last updated: 15 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Mango Financial Advisors LLP • Bangalore, India
    Mango Advisors is a boutique Investment Banking firm with headquarters in Mumbai and five regional offices across India.It is focused on Real Estate Vertical. It is growing the business for SME / MIDM...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    TRUGlobal • Bengaluru, Republic Of India, IN
    The Client Partner will be responsible for building and nurturing client relationships, driving revenue growth, and ensuring client satisfaction within their designated accounts.This role requires ...Show more
    Last updated: 11 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Alankit Assignments Ltd • bangalore district, karnataka, in
    Broking Sales Relationship Manager.Client Acquisition & Business Growth.Identify, acquire, and onboard new retail and / or institutional clients, promoting Demat and Trading account openings through ...Show more
    Last updated: 3 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Call2Connect • Bengaluru, Karnataka, India
    Position : - Relationship Manager Mode : - Online digital sales Product : - Ulip plans(mutual Fund) Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred) Financial pro...Show more
    Last updated: 13 days ago • Promoted
    Relationship Manager

    Relationship Manager

    TradeCred Private Wealth • bangalore, karnataka, in
    TradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%.INR 30,000 crores t...Show more
    Last updated: 3 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    No Broker • Bengaluru, Karnataka, India
    NoBroker is a disruptive real-estate platform that makes it possible to buy / sell / rent a house without paying any brokerage. NoBroker was started because all of us believed that paying hefty brokerag...Show more
    Last updated: 30+ days ago • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Confidential • Bengaluru / Bangalore, 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: 26 days ago • Promoted
    Wealth Relationship Manager | HNW

    Wealth Relationship Manager | HNW

    Waytogo Consultants • bangalore, karnataka, in
    Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex...Show more
    Last updated: 3 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    AAA Global • bangalore, karnataka, in
    Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more
    Last updated: 17 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Motilal Oswal Financial Services Ltd • Bengaluru, Karnataka, India
    Minimum 1 year experience is required.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.Maintaining clie...Show more
    Last updated: 13 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Opus Global Services India • bangalore district, karnataka, in
    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: 3 hours ago • Promoted • New!
    Relationship Manager (Bangalore)

    Relationship Manager (Bangalore)

    Confidential • Bengaluru / Bangalore
    Timely attend to the service appointments given.Update status of appointments accurately and timely in system.Work with customer in long term as their relationship manager.Support SP in performing ...Show more
    Last updated: 14 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Brixline • Bengaluru, Karnataka, 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 In...Show more
    Last updated: 3 days ago • Promoted