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

Relationship Manager

AAA Global • Pune, IN
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 :

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

    Create a job alert for this search

    Relationship Manager • Pune, IN

    Related jobs
    Relationship Manager - Preferred

    Relationship Manager - Preferred

    Anand Rathi Share and Stock Brokers Ltd • Pune, Maharashtra, India
    The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client. He would be responsible for acquiring High Net Worth relationships and ...Show more
    Last updated: 30+ days ago • Promoted
    Alpha Alternatives - Relationship Manager - Wealth

    Alpha Alternatives - Relationship Manager - Wealth

    Alpha Alternatives • Pune, India
    The person shall be responsible : - To build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategi...Show more
    Last updated: 30+ days ago • Promoted
    M1xchange - Senior Corporate Relationship Manager

    M1xchange - Senior Corporate Relationship Manager

    M1xchange • Pune, India
    Job Responsibilities - The person would be responsible for onboarding Corporates on the M1xchange (TReDS platform), activating these corporates for transactions and maintaining...Show more
    Last updated: 28 days ago • Promoted
    Client Relationship Manager - Wealth Management

    Client Relationship Manager - Wealth Management

    Anand Rathi Share and Stock Brokers Ltd • Pune, Pune (division), India
    RM in managing relationships with.Affluent & Super Affluent clients.The role involves offering tailored investment advice, and delivering exceptional service standards. Acquire preferred clients (Af...Show more
    Last updated: 3 hours ago • Promoted • New!
    Relationship Manager Corporate Banking

    Relationship Manager Corporate Banking

    Bandhan Bank • Pune, Pune (division), India
    A relationship manager for the mid-market segment shall be responsible for understanding business goals and accordingly building and maintaining relationships with clients or stakeholders, and ensu...Show more
    Last updated: 5 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Insurance Dekho • Pune, Maharashtra, IN
    We are seeking a dedicated Relationship Manager to join our dynamic team in Pune.This role is ideal for professionals with expertise in motor insurance products and a passion for customer relations...Show more
    Last updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    PurpleFinch • pune, India
    PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, includ...Show more
    Last updated: 17 hours ago • Promoted • New!
    Relationship Manager Affluent Banking

    Relationship Manager Affluent Banking

    Max Life Insurance • Pune, Maharashtra, India
    Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited.Max Group an Indian multi business corporation. Max Life offers comprehensive prote...Show more
    Last updated: 7 hours ago • Promoted • New!
    Recruitment Relationship Manager

    Recruitment Relationship Manager

    Allegis Global Solutions • Pune, Maharashtra, India
    A demonstrated ability to interview and recommend / select qualified applicants based on targeted skills and abilities in a fast-paced environment. Proven experience interacting with various levels of...Show more
    Last updated: 29 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Mango Advisors • Pune, Maharashtra, India
    To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.To Defin...Show more
    Last updated: 30+ days ago • Promoted
    Vashi Integrated - Relationship Manager

    Vashi Integrated - Relationship Manager

    Vashi Integrated • Pune, India
    Client Management & Business Development : - Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.Generate new leads an...Show more
    Last updated: 30+ days ago • Promoted
    Kay Bee Bio Organics - Relationship Manager

    Kay Bee Bio Organics - Relationship Manager

    KAY BEE BIO-ORGANICS PRIVATE LIMITED • Pune, India
    Role : Dealer Relationship Manager Job Summary : Kay Bee Bio-Organics Pvt.Dealer Relationship Manager with a Minimum 5+ years of experience in the Agricultu...Show more
    Last updated: 26 days ago • Promoted
    Relationship Manager ( RM)

    Relationship Manager ( RM)

    Talent Worx • Pune, MH, IN
    Quick Apply
    A national level online platform which facilitates financing of receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers via a bidding model.In the business of openi...Show more
    Last updated: 30+ days ago
    iSprout - Relationship Manager

    iSprout - Relationship Manager

    iSprout - Managed Office Space • Pune, India
    The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.Abil...Show more
    Last updated: 21 days ago • Promoted
    Relationship Manager

    Relationship Manager

    KBD Talent Forge India Pvt Ltd • Pune, India
    Description : About the Role We are seeking an experienced Relationship Manager with a strong background in the automotive passenger vehicle indus...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    MagicDecor • Pune, Maharashtra, India
    The Relationship Manager will be responsible for managing customer accounts driving repeat business ensuring smooth order fulfilment and building long-term client relationships.The role requires pr...Show more
    Last updated: 8 days ago • Promoted
    Lead Relationship Manager

    Lead Relationship Manager

    preferable.ai • Pune, Maharashtra, India
    Scope Of Work / Responsibilities : .Involved in the End-to-End Sales process from Lead Generation to Order.Collection and payment Collection. Generating leads from multiple platforms.Enter and update c...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Manager

    Client Relationship Manager

    TASKING • Pune, Maharashtra, India
    We are seeking a highly motivated and skilled Account Manager to join our team at TASKING.This role is based in Pune or Delhi. Who are we? TASKING is a leading provider of development tools headquar...Show more
    Last updated: 19 hours ago • Promoted • New!