Talent.com
Relationship Manager

Relationship Manager

AAA Globalsrikakulam, andhra pradesh, in
2 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 • srikakulam, andhra pradesh, in

    Related jobs
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual Fundsrikakulam, India
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 4 days ago
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers LtdChicacole, Republic Of India, 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: 5 days 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)

    MashreqChicacole, 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 moreLast updated: 5 days ago
    • Promoted
    • New!
    Cluster Manager

    Cluster Manager

    Quotient Consultancysrikakulam, andhra pradesh, in
    Leading bank Hiring Cluster Manager Branch Banking & Regional Head NRI Virtual.Interested please call MAHEK 9137263337 and share CV at quotientconsultancy@gmail. Cluster Manager Branch Banking.Show moreLast updated: 6 hours ago
    • Promoted
    • New!
    Investor relation Specialist

    Investor relation Specialist

    Talentojsrikakulam, andhra pradesh, in
    Explain investment products and asset structures in simple terms.Ensure a smooth and positive investor experience.Share customer insights with the Product and Marketing teams for improvements.Basic...Show moreLast updated: 22 hours ago
    • Promoted
    Affiliate Manager

    Affiliate Manager

    Bidshadesrikakulam, andhra pradesh, in
    Bidshade is a leading mobile advertising agency specializing in performance marketing and data optimization.Founded in 2019 by digital marketing professionals, Bidshade has quickly become a trusted...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    CRM Manager

    CRM Manager

    Newton School of Technologysrikakulam, andhra pradesh, in
    This is a hands-on CRM and marketing automation role for a professional who can design.You will build multi-channel CRM journeys, create conversion-focused communication, run.A / B tests, set up trig...Show moreLast updated: 2 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)

    Mashreqsrikakulam, India
    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: 4 days ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad RekrutChicacole, Republic Of India, 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: 4 days ago
    • Promoted
    • New!
    Affiliate Marketing Manager

    Affiliate Marketing Manager

    SuperAGIsrikakulam, andhra pradesh, in
    SuperAGI is pioneering the future of Artificial General Intelligence with groundbreaking research and innovative AI products. Our mission is to transform the future of applications through intellige...Show moreLast updated: 6 hours ago
    • Promoted
    Business Development Manager - Staffing Services

    Business Development Manager - Staffing Services

    Zyxware Technologiessrikakulam, andhra pradesh, in
    Business Development Manager - Staffing Services.We are seeking a results-driven Business Development Manager to drive revenue growth by acquiring new clients and expanding our staffing services ac...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad RekrutChicacole, Republic Of India, 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: 4 days ago
    • Promoted
    Senior Investment Advisor - HNWI & Private Capital Relations

    Senior Investment Advisor - HNWI & Private Capital Relations

    Friendly Franchisees Corporation / Silver Star Real Estate LLCsrikakulam, andhra pradesh, in
    Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
    • Promoted
    Business Manager- International Market

    Business Manager- International Market

    RENÉE Cosmeticssrikakulam, andhra pradesh, in
    Timelessly inspired, endlessly enhanced – RENÉE Cosmetics is an Indian makeup brand that's redefining beauty with its range of high-quality, cruelty-free, and FDA-approved innovative products.RENÉE...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Relationship Executive

    Customer Relationship Executive

    SWITRUS HOLIDAYSsrikakulam, andhra pradesh, in
    Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation. Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Client Journey Manager

    Client Journey Manager

    The Plan Beyond Pvt Ltdsrikakulam, andhra pradesh, in
    The Plan Beyond is an upcoming premium digital platform designed to help individuals manage and preserve what truly matters—securely and thoughtfully. We are at the cusp of our public launch and are...Show moreLast updated: 2 hours ago
    • Promoted
    Relationship Manager- (Institutional Sales) Pms & Aif

    Relationship Manager- (Institutional Sales) Pms & Aif

    Nippon India Mutual FundChicacole, Republic Of India, IN
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Global Customer Relationship & Sales Manager

    Global Customer Relationship & Sales Manager

    Yajur Knowledge Solutionssrikakulam, andhra pradesh, 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: 22 hours ago