Client Portfolio Advisor
AAA GlobalRepublic Of India, IN2 days ago
Job descriptionMinimum 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
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
Discreet conversations are always welcome at :
info@aaaglobal.co.uk isha@aaaglobal.co.uk
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Client Portfolio Advisor • Republic Of India, IN
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