Talent.com
Relationship Manager

Relationship Manager

AAA Globalnarela, delhi, in
16 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

    Create a job alert for this search

    Relationship Manager • narela, delhi, in

    Related jobs
    • Promoted
    Relationship Manager

    Relationship Manager

    SolarSquareDelhi, India
    Key Responsibilities : Customer Success Management : Manage core Customer Success activities such as onboarding, training, support, account management, service delivery, up-sells, and advocacy.Map ...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Kotak Mutual FundNew Delhi, Delhi, India
    Meeting the Clients & developing Trust & relationship.Customer interactive role with Portfolio Management experience.Portfolio / Investment Engineers, who can help in designing portfolios.Advice and ...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    AAA Globalnew delhi, delhi, 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: 16 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Vivriti CapitalDelhi, India
    Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Policybazaar for BusinessDelhi, India, India
    About Policybazaar for Business : .Policybazaar for Business is the B2B vertical of Policybazaar.India’s leading online insurance marketplace. We specialize in providing customized insurance solutions...Show moreLast updated: 17 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    KeasisNoida, Uttar Pradesh, India
    DESIGNATION : Relationship Manager.We are looking for a high-performing Sales managers to help us meet our customer acquisition. Connect and engage with pre generated leads via outbound calls.Reach o...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    TIE-UPS Manpower ConsultantsDelhi, India
    TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain. Job description- Maximize profit & achievement of growth of client’s portfo...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    JupiterDelhi, India
    A subject that’s always on our mind.We go through a rollercoaster of emotions when it comes to money.That’s why at Jupiter, our mission is to enable people to improve their relationship with money....Show moreLast updated: 11 hours ago
    • Promoted
    Global Customer Relationship & Sales Manager

    Global Customer Relationship & Sales Manager

    Yajur Knowledge Solutionsnarela, delhi, 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

    Rx100 VenturesDelhi, India
    Bangalore, India [Onsite] Experience : .Minimum 4 years Notice Period : .Immediate joiners preferred Role Overview : We are seeking an experienced professional to join us as a Relationship Manager , res...Show moreLast updated: 3 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    360 ONE WealthDelhi, India
    An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals.This role involves client acquisition, personalised investment advisory, and delivering an except...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Aesthetify IndiaNew Delhi, India
    Aesthetify India is expanding! We’re looking for a Relationship Manager to join our growing team in Delhi NCR.If you’re passionate about the medical aesthetics industry , enjoy building strong ...Show moreLast updated: 18 days ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdNew Delhi, Delhi, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Talent Corner HR Services Pvt LtdDelhi, India
    We at Talent Corner HR Services are having an exciting opportunity for one of our clients in Mumbai : Job Responsibilities : Lead Conversion. Manage leads from multiple sources, aiming to improve con...Show moreLast updated: 5 days ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQDelhi, India
    We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requ...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers LtdDelhi, India
    It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He / she should have maximum number of own clients relationship a...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    GramPro Business Services Pvt. Ltd.Delhi, India
    We are Hiring for a Scheduled Commercial Bank!.Position : Service Delivery Associate (SDA) – Non-Cash (Aspire).Service Delivery Manager (or Branch Manager where no SDM is present).The role involves ...Show moreLast updated: 27 days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    upGrad RekrutDelhi, India, India
    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