Relationship Manager

AAA Globalthiruvananthapuram, kerala, in

10 hours 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

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Relationship Manager • thiruvananthapuram, kerala, in