Talent.com
Relationship Manager

Relationship Manager

AAA GlobalMumbai, 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 • Mumbai, IN

    Related jobs
    • Promoted
    Equity Relationship Manager

    Equity Relationship Manager

    InCred Capitalmumbai, maharashtra, in
    InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth. Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 24 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Talent Corner HR Services Pvt LtdMumbai, Maharashtra, India
    We at Talent Corner HR Services are having an exciting opportunity for one of our clients in Mumbai : .Manage leads from multiple sources, aiming to improve conversion rates and contribute to the bus...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager (b2b sales)

    Wealth Manager (b2b sales)

    InCred Value Plus Pvt. Ltd.mumbai, maharashtra, in
    InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products...Show moreLast updated: 3 days ago
    • Promoted
    Systematix Group - Relationship Manager

    Systematix Group - Relationship Manager

    Systematix GroupMumbai,Maharashtra, India
    About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show moreLast updated: 17 days ago
    • Promoted
    Fintoo - Relationship Manager

    Fintoo - Relationship Manager

    FINTOOMumbai, India
    Relationship Manager Your Responsibilities - Create regional sales plans and quotas in alignment with business objectiv...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    AAA GlobalThane, 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
    Global Customer Relationship & Sales Manager

    Global Customer Relationship & Sales Manager

    Yajur Knowledge Solutionsthane, maharashtra, in
    What if your next role gave you a front-row seat to the global deal-making world.M&A advisors, and private equity funds… all while based in India?. We’re a fast-growing global advisory platform blen...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Alpha OrionMumbai, India
    About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    upGrad Rekrutmumbai, maharashtra, in
    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
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialNavi Mumbai, Mumbai, India
    Founded in 2010, JPrime Buildcon is a leading real estate developer committed to creating exceptional living spaces.From an initial team of 5 to a current workforce of 65+, we have expanded our foo...Show moreLast updated: 9 days ago
    • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    ConfidentialMumbai, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show moreLast updated: 9 days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad RekrutMumbai, Maharashtra, India
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    PetpoojaMumbai, Maharashtra, India
    Job Summary : We are looking for a Field Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation,...Show moreLast updated: 16 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    TIE-UPS Manpower Consultantsmumbai, maharashtra, in
    TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain. Maximize profit & achievement of growth of client’s portfolio & meet financ...Show moreLast updated: 18 days ago
    • Promoted
    Corporate Relationship Manager

    Corporate Relationship Manager

    Disha CapitalBandra, Maharashtra, India
    Corporate Relationship Manager.We are seeking a tech-savvy, results- Techo Marking – Insurance Broking to drive corporate insurance sales and business growth. The role combines strategic sales, digi...Show moreLast updated: 5 days ago
    • Promoted
    360 ONE - Relationship Manager - HNI

    360 ONE - Relationship Manager - HNI

    360 ONE AssetMumbai, India
    Job Description : Relationship Manager - HNI Position : Relationship Manager - HNI Experience : 5-7 Years About the Company : ...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Relationship Management Manager

    Customer Relationship Management Manager

    Wellwishers group indiaUlhasnagar, Maharashtra, India
    Location : Pashane, Vangani, Maharashtra.The Post-Sales & Finance Executive plays a key role in managing the financial and operational activities that occur after a sale is closed.This position focu...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager's

    Relationship Manager's

    ConfidentialThane, India
    Homesfy is the first-ever real estate brokerage firm listed on NSE Emerge and is one of the fastest-growing tech-enabled companies in the full-fledged, organized real estate industry.Homesfy aims t...Show moreLast updated: 9 days ago