Wealth RM

Company Description

Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.

Role Description

This is a full-time, on-site role located in Mumbai for a Wealth Relationship Manager (Wealth RM). The Wealth RM will be responsible for managing and developing client relationships, offering financial advice and investment strategies, conducting portfolio reviews, and ensuring a high level of client satisfaction. The Wealth RM will also collaborate with internal teams to deliver customized wealth management solutions tailored to clients' needs.

Qualifications

• Strong relationship management and client servicing skills
• Experience in financial advising, investment strategies, and wealth management is a plus
• Exceptional communication, negotiation, and analytical skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business Administration etc

Skills Required

Wealth Management, investment strategies, Financial Advising