Talent.com
Relationship Manager
Relationship ManagerAAA Global • bareilly, uttar pradesh, in
No longer accepting applications
Relationship Manager

Relationship Manager

AAA Global • bareilly, uttar pradesh, in
30+ 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 • bareilly, uttar pradesh, in

    Related jobs
    Membership Manager (Origination & Relationship Management)

    Membership Manager (Origination & Relationship Management)

    Eqclique • Bareilly, IN
    Eqclique is a unique membership community catering to sophisticated investors, providing bespoke education programs, networking events, investing insights, and a varied range of alternative investm...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    CRM Manager

    CRM Manager

    Expert Law • Bareilly, IN
    Expert Law provides personalized legal services in Personal Injury and Immigration Law to clients nationwide.With over 40 years of combined experience, the firm is committed to delivering exception...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Area Credit Manager - Uttar Pradesh(Meerut, Muzaffarnagar, Ghaziabad, Bulandshahr & Bijnor)

    Area Credit Manager - Uttar Pradesh(Meerut, Muzaffarnagar, Ghaziabad, Bulandshahr & Bijnor)

    Hiranandani Financial Services • Bareilly, IN
    Evaluate loan applications based on financial data, credit history, and repayment capacity.Ensure all credit decisions comply with internal policies, RBI guidelines, and regulatory norms.Coordinate...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Real Estate Sales Coach

    Real Estate Sales Coach

    Greenfields Real Estate • Bareilly, IN
    The ideal candidate will be responsible for finding prospective clients, understanding their criteria, and find living spaces that fit this criteria. You will then negotiate rent and drive our buyer...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Relationship Manager – US Finance Clients (Remote, India)

    Relationship Manager – US Finance Clients (Remote, India)

    Citadel Coworkers • Bareilly, IN
    Remote
    Work Hours : US EST & CST (Mandatory).The selected candidates will act as the.Track tasks, timelines, and deliverables across multiple accounts. Manage escalations professionally and ensure quick res...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Wealth Manager

    Wealth Manager

    Fincart Financial Planners • Bareilly, IN
    Job Description – Wealth Manager (For PG Finance Students).Fincart – Where Wealth Meets Purpose.Fresh Postgraduates (Finance Stream Only). As Wealth Managers, selected candidates will represent Finc...Show more
    Last updated: 27 days ago • Promoted
    Marketplace Manager

    Marketplace Manager

    Sadhna.co • Bareilly, IN
    India’s fastest-growing spiritual brands, offering premium incense and pooja essentials trusted by lakhs of families across the country. We are now expanding our marketplace team and looking for a M...Show more
    Last updated: 8 hours ago • Promoted • New!
    RB - Affluent Business : Relationship Manager - NRI

    RB - Affluent Business : Relationship Manager - NRI

    Confidential • Bareilly, India
    Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solution...Show more
    Last updated: 2 days ago • Promoted
    Area Business Manager - Uttar Pradesh(Meerut, Muzaffarnagar, Ghaziabad, Bulandshahr & Bijnor)

    Area Business Manager - Uttar Pradesh(Meerut, Muzaffarnagar, Ghaziabad, Bulandshahr & Bijnor)

    Hiranandani Financial Services • Bareilly, IN
    Managing Sales of Loan Against Property & Business Loans.Lead a team of Relationship Managers and Senior Relationship Managers to generate business through Direct sourcing.Building the Sales and di...Show more
    Last updated: 4 days ago • Promoted
    Head of Sales

    Head of Sales

    The Language SKOOL • Bareilly, IN
    Education / EdTech / Language Training industry).About Us – The Language SKOOL (TLS).The Language SKOOL is one of India’s largest online platforms for foreign language learning, with over 10 years of e...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Rx100 Ventures • Bareilly, IN
    We are seeking an experienced professional to join us as a Relationship Manager.The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between t...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    People Konnect • Bareilly, IN
    We are looking for a highly driven and customer-centric.Affluent Wealth Relationship Manager.The role requires strong financial advisory skills, deep understanding of wealth products, and the abili...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Investor Relations Manager

    Investor Relations Manager

    Zigsaw • Bareilly, IN
    We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Crm Manager- B2C

    Crm Manager- B2C

    Expert Law • Bareilly, IN
    Expert Law provides personalized legal services nationwide, specializing in Personal Injury and Immigration Law.With over 40 years of combined experience, we are dedicated to delivering high-qualit...Show more
    Last updated: 1 day ago • Promoted
    Staffing Sales Manager

    Staffing Sales Manager

    CareCone Group • Bareilly, IN
    CareCone is dedicated to finding effective staffing solutions for your organization.For our clients, we act as an extension to their company. This enables us to locate candidates that meet the hirin...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Principal Portfolio Manager

    Principal Portfolio Manager

    Artha Group • Bareilly, IN
    Artha Group is a performance-first investment house managing ₹1,500 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Private Limited companies...Show more
    Last updated: 16 days ago • Promoted
    Builder Relations Associate

    Builder Relations Associate

    relai • Bareilly, IN
    The Builder Relations Associate is responsible for managing and strengthening relationships with builders and developers across Hyderabad. The role includes builder onboarding, collecting accurate p...Show more
    Last updated: 8 hours ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Confidential • Bareilly, India
    PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, registered under the License Category of Composite Broker. The company operates from its registered office at 119, Sec 44, Gu...Show more
    Last updated: 30+ days ago • Promoted