Talent.com
Relationship Manager

Relationship Manager

AAA Globalthrissur, India
13 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 :

    Create a job alert for this search

    Relationship Manager • thrissur, India

    Related jobs
    • Promoted
    Relationship Manager

    Relationship Manager

    AAA Globalthrissur, kerala, 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
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdthrissur, kerala, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 6 days ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutmalappuram, kerala, in
    Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. Drive remittances across all managed and s...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Private Banking Relationship Manager

    Private Banking Relationship Manager

    Quotient Consultancypalakkad, kerala, 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: 6 hours ago
    • Promoted
    Global Customer Relationship & Sales Manager

    Global Customer Relationship & Sales Manager

    Yajur Knowledge Solutionsthrissur, kerala, 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: 2 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    AideWiser SolTekthrissur, kerala, 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: 6 hours ago
    • Promoted
    • New!
    Customer Relationship Manager - Real Estate

    Customer Relationship Manager - Real Estate

    HnH Placement Pvt. Ltd.palakkad, kerala, 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: 7 hours ago
    • Promoted
    • New!
    Client Relationship Manager / Account Manager – US IT Recruitment

    Client Relationship Manager / Account Manager – US IT Recruitment

    United Software Group Incmalappuram, kerala, 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: 7 hours ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutthrissur, kerala, in
    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: 6 days ago
    • Promoted
    • New!
    Customer Relationship Manager

    Customer Relationship Manager

    HnH Placement Pvt. Ltd.thrissur, kerala, 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: 7 hours ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

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

    Mashreqpalakkad, kerala, 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 moreLast updated: 6 days ago
    • Promoted
    • New!
    Service Relationship Manager

    Service Relationship Manager

    The Premier Consultants ( Recruitment Company )palakkad, kerala, 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: 6 hours ago
    • Promoted
    Private Wealth Manager

    Private Wealth Manager

    TekPillar®palakkad, kerala, 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
    • New!
    Investor Relations Manager

    Investor Relations Manager

    MetaMorphthrissur, kerala, 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: 6 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialMalappuram
    Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches. Ensure sales & service support within the cluster assigned viz.Facilitatin...Show moreLast updated: 30+ days ago
    • Promoted
    Branch : Relationship Manager - Priority Banking

    Branch : Relationship Manager - Priority Banking

    ConfidentialPalakkad, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 10 days ago
    • Promoted
    • New!
    Relationship Manager - Select

    Relationship Manager - Select

    IndusInd Bankmalappuram, kerala, 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: 6 hours ago
    • Promoted
    • New!
    Author Relationship Manager

    Author Relationship Manager

    Notion Pressthrissur, kerala, 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: 7 hours ago