Talent.com
Relationship Manager

Relationship Manager

AAA Globalnew delhi, delhi, in
1 day 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 • new delhi, delhi, in

    Related jobs
    • Promoted
    • New!
    Private Banking Relationship Manager

    Private Banking Relationship Manager

    Quotient ConsultancyMeerut, IN
    Leading Financial Company Hiring Private Banking Relationship Manager.Interested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail. Good Stable candidates from Banks MNCs Bro...Show moreLast updated: 4 hours ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltddelhi, delhi, in
    The 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 relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Author Relationship Manager

    Author Relationship Manager

    Notion PressDelhi, IN
    Notion Press is a global platform for anyone who believes in the power of words and the impact it can have on the world we live in. Our vision is to help every aspiring writer give their idea an ide...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Client Relationship Manager / Account Manager – US IT Recruitment

    Client Relationship Manager / Account Manager – US IT Recruitment

    United Software Group IncDelhi, IN
    Job Title : Client Relationship Manager / Account Manager – US IT Recruitment.Client Services / Account Management.We are seeking a dynamic and strategic. Cognizant and Capgemini and Wipro.The ideal c...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Investor Relations Manager

    Investor Relations Manager

    MetaMorphMeerut, IN
    Prepare and manage investor documentation including DDQs, RFPs, and RFQs.Drive LP relationship management – ensuring timely updates, information flow, and engagement across global investors.Develop...Show moreLast updated: 4 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Kotak Mutual FundNew Delhi, Delhi, India
    Meeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio / Investment Engineers, who can help in designing portfolios.Advice and ...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Senior Relationship Manager (Large & Mid market) - Delhi / Gurgaon

    Senior Relationship Manager (Large & Mid market) - Delhi / Gurgaon

    Piramal FinanceDelhi, IN
    Opportunity Open at multiple locations-.Chennai, Bangalore, Mumbai, Delhi.Years of experience in wholesale, managing mid sized corporates. Experience in deal origination.Primary focus is on sourcing...Show moreLast updated: 4 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Policybazaar for BusinessDelhi, India, India
    About Policybazaar for Business : .Policybazaar for Business is the B2B vertical of Policybazaar.India’s leading online insurance marketplace. We specialize in providing customized insurance solutions...Show moreLast updated: 17 days ago
    • Promoted
    • New!
    Relationship Manager - Select

    Relationship Manager - Select

    IndusInd BankDelhi, 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; and are s...Show moreLast updated: 4 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    AAA Globalnarela, delhi, 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 moreLast updated: 1 day ago
    • Promoted
    Relationship Manager

    Relationship Manager

    KeasisNoida, Uttar Pradesh, India
    DESIGNATION : Relationship Manager.We are looking for a high-performing Sales managers to help us meet our customer acquisition. Connect and engage with pre generated leads via outbound calls.Reach o...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Customer Relationship Manager - Real Estate

    Customer Relationship Manager - Real Estate

    HnH Placement Pvt. Ltd.Meerut, IN
    Urgent Requirement for a Real Estate Giant in Mumbai.Job Title : Customer Relationship Managers CRM (AM / DM level) - Real Estate. Experience Required : 4 to 6 years of CRM experience with any organiza...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Service Relationship Manager

    Service Relationship Manager

    The Premier Consultants ( Recruitment Company )Delhi, IN
    Role : Service Relationship Manager.Provide client service support in : .Accepting and placing transaction orders upon RM and / or client request. Ensure smooth processing of Accounts with healthy firs...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    AideWiser SolTekGhaziabad, IN
    Relationship Manager / Wealth Manager.Santhome, Chennai – 2 Positions.Mumbai – 1 Position (Office to be finalized within a couple of months from the candidate’s joining. likely Andheri or BKC).Acqu...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Relationship Manager / Senior Relationship Manager- Institutional Sales ( 3+ Years experience in Mutual Fund Company) Bengaluru

    Relationship Manager / Senior Relationship Manager- Institutional Sales ( 3+ Years experience in Mutual Fund Company) Bengaluru

    Talent Corner HR Services Pvt LtdDelhi, IN
    Relationship Manager / Senior Relationship Manager- Institutional Sales.We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Relationship Manager / Senior Relatio...Show moreLast updated: 4 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    InsuranceDekhoDelhi, IN
    HIRING ALERT • • 🚨 • •InsuranceDekho • •.Position : • • Relationship Manager – Agency Channel.Locations : • • Pan India (DM me for details). Experience : • • Fresher also considered.We’re on the hunt for • •high...Show moreLast updated: 30+ days ago
    • Promoted
    Private Wealth Manager

    Private Wealth Manager

    TekPillar®Meerut, IN
    Years in Private Wealth Management.Based on current CTC and interview.We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience...Show moreLast updated: 6 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    upGrad RekrutDelhi, India, India
    Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providi...Show moreLast updated: 30+ days ago