Talent.com
Relationship Manager
Relationship ManagerAAA Global • baddi, himachal pradesh, in
No longer accepting applications
Relationship Manager

Relationship Manager

AAA Global • baddi, himachal pradesh, in
17 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 • baddi, himachal pradesh, in

    Related jobs
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreq • Baddi, Himachal Pradesh, India
    Job Purpose Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.Manage all cust...Show more
    Last updated: 22 days ago • Promoted
    Cluster Manager

    Cluster Manager

    Quotient Consultancy • Baddi, Himachal Pradesh, India
    Leading bank Hiring Cluster Manager Branch Banking & Regional Head NRI Virtual MUMBAI Interested please call MAHEK 9137263337 and share CV at quotientconsultancy@gmail. Cluster Manager Branch Bank...Show more
    Last updated: 17 days ago • Promoted
    Mortgage Legal - Chief Manager

    Mortgage Legal - Chief Manager

    Protium • Baddi, Himachal Pradesh, India
    Job Description : Reviewing title search report and providing the Legal opinion on acceptability of the property as security. Giving an approvals / rejections on the Legal Deviations.Scrutiny of title...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Relationship Manager

    Relationship Manager

    Opus Global Services India • baddi, himachal pradesh, in
    Role : Relationship Executive / Relationship Manager – CEC.Graduate / Post-Graduate / MBA with a minimum of 2 years of experience in the BFSI sector. Preference will be given to NISM 5A & 21A certifi...Show more
    Last updated: 7 hours ago • Promoted • New!
    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Mashreq • Baddi, Republic Of India, IN
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show more
    Last updated: 22 days ago • Promoted
    Business Development Manager (US Staffing Services)

    Business Development Manager (US Staffing Services)

    Integration International Inc. • baddi, himachal pradesh, in
    Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested. A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more
    Last updated: 30+ days ago • Promoted
    Affiliate Manager - Lead Generation

    Affiliate Manager - Lead Generation

    Crossblade Media LLC • Baddi, Himachal Pradesh, India
    Affiliate Manager - Lead Generation About Us : Crossblade Media LLC is a performance-based lead generation company serving the US market. We specialize in generating high-quality leads across multip...Show more
    Last updated: 5 days ago • Promoted
    Senior Manager - PSU Sales (Ex-Banker, 10+ Years)

    Senior Manager - PSU Sales (Ex-Banker, 10+ Years)

    MNS Credit Management Group Private Limited • baddi, himachal pradesh, in
    MNS Credit Management Group is a leading and rapidly growing agency in the domain of soft Debt Recovery and Business Information Reports. Established in 1996 and headquartered in New Delhi, India, t...Show more
    Last updated: 7 hours ago • Promoted • New!
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltd • Baddi, Himachal Pradesh, India
    Position Overview You will be responsible to manage a team of Virtual Relationship Managers (VRMs).This team will promote stock market products and grow digital revenue through virtual channels.You...Show more
    Last updated: 22 days ago • Promoted
    Wealth Manager

    Wealth Manager

    Motilal Oswal Financial Services Ltd • Baddi, Himachal Pradesh, India
    Company Name : Motilal Oswal Financial Services Limit (MOFSL) Location - Ahmedabad, Surat, Vadodara Profile - Relationship Manager Key Responsibilities : 1. Relationship Manager will be responsibl...Show more
    Last updated: 14 days ago • Promoted
    Wealth Manager

    Wealth Manager

    TekPillar® • baddi, himachal pradesh, in
    The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients.The role involves growing AUM, strengthening client relationships and guiding the te...Show more
    Last updated: 12 days ago • Promoted
    Relationship Manager

    Relationship Manager

    AAA Global • Baddi, Himachal Pradesh, India
    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...Show more
    Last updated: 17 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Call2Connect • Baddi, Himachal Pradesh, India
    Position : - Relationship Manager Mode : - Online digital sales Product : - Ulip plans(mutual Fund) Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred) Financial pro...Show more
    Last updated: 13 days ago • Promoted
    Sales & Revenue Manager (CRO Path – Outbound) | $70k–$90k Y1 OTE, Uncapped)

    Sales & Revenue Manager (CRO Path – Outbound) | $70k–$90k Y1 OTE, Uncapped)

    Hot Print Co • baddi, himachal pradesh, in
    SALES & REVENUE MANAGER (CRO PATH - OUTBOUND) | $70K-$90K FIRST YEAR OTE, UNCAPPED.Remote — Global A Players Welcome.If you know how to build outbound machines (not just run them) you will not find...Show more
    Last updated: 1 day ago • Promoted
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    Dozti • Baddi, Himachal Pradesh, India
    Job Title : Inbound Sales & Relationship Specialist – Dozti Location : Remote Employment Type : Full-Time Salary Range : ₹20,000 – ₹40,000 (Based on experience. About Us : Dozti is a private holding ...Show more
    Last updated: 4 days ago • Promoted
    Sales Lead Manager US

    Sales Lead Manager US

    ClifyX • Baddi, Himachal Pradesh, India
    Job Title : Team Lead Sales / Sr Business Development Manager Experience : 05+ Years CTC : DOE Location : Mumbai / Remote As a Business Development Manager specializing in Data Analytics with a focus o...Show more
    Last updated: 9 days ago • Promoted
    Manager – Member Relations

    Manager – Member Relations

    TiE Hyderabad • baddi, himachal pradesh, in
    Job Location : Hyderabad (On-site).Reporting To : Executive Director / Senior Leadership.We are seeking an experienced and energetic. Members while ensuring a seamless lifecycle experience—from onboar...Show more
    Last updated: 7 hours ago • Promoted • New!
    Channel Sales Team Leader - Real Estate

    Channel Sales Team Leader - Real Estate

    Roswalt Realty • baddi, himachal pradesh, in
    We are looking for an experienced.Central Mumbai real estate market.The ideal candidate should have a strong network of channel partners / brokers and proven experience in handling and guiding a sour...Show more
    Last updated: 5 days ago • Promoted