Family Relationship Manager
2 weeks ago
Our client is looking for a trusted advisor responsible for managing and nurturing relationships with UHNW/HNW family members, overseeing wealth management activities, coordinating with investment, legal, and tax advisors, and ensuring seamless execution of financial and personal requirements. Seeking candidates with postgraduate qualification in Finance, Economics, Business Administration, or relevant professional certifications (CFA, CA, CFP) from a Tier 1 institute.Relevant candidates will have 8-12 years of experience in wealth, relationship building, client servicing in a reputed bank / family office / wealth firm /other financial service organization.Key responsibilities of this role would involve:1. Client Relationship Management- Act as the primary point of contact for the family and their representatives.- Build deep, trusted relationships while maintaining the highest standards of confidentiality and discretion.- Understand family priorities, preferences, and sensitivities to anticipate needs.2. Wealth & Investment Coordination- Liaise with internal investment teams and external advisors (banks, AMCs, private equity, etc.) to monitor portfolios.- Support in evaluating new investment opportunities and ensure timely reporting to the family.- Coordinate with tax and legal advisors to ensure compliant and efficient wealth structuring.3. Financial Oversight & Reporting- Consolidate and present periodic reports on investments, expenses, and overall family wealth.- Track cash flows, budgets, and capital calls, ensuring smooth execution of transactions.- Highlight risks, performance trends, and opportunities to the family office leadership.4. Governance & Compliance- Ensure adherence to all regulatory requirements (domestic & international).- Maintain proper documentation of investment decisions, contracts, and family directives.- Support in setting up governance frameworks and best practices.5. Family Support & Lifestyle Management (where relevant)- Assist in managing philanthropic activities, foundations, and trusts.- Coordinate with service providers for family needs (property managers, travel, insurance, etc.).- Provide solutions to ad-hoc requests with discretion and efficiency.6. Strategic Support- Work with family office leadership on long-term planning, succession planning, and generational wealth transfer.- Provide insights into market trends, wealth preservation, and new opportunities.- Support in building a cohesive approach across investments, estate, and lifestyle requirements. (ref:iimjobs.com)
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Relationship Manager
4 weeks ago
Gurugram, India Artha Senior Care Full timeCompany Description Artha Senior Care is a leading provider of Assisted Living and senior care services, dedicated to enhancing the lives of senior citizens. We strive to deliver exceptional care, comfort, and hospitality to our residents. Our goal is to ensure that seniors live with dignity and convenience while receiving personalized attention that caters...
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Director Sales
3 weeks ago
Gurugram, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
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Director Sales
3 weeks ago
Gurugram, India Yubi Markets Full timeYubi Markets is a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
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Relationship Manager-AIF Distribution
4 weeks ago
Gurugram, India Planify Capital Limited Full timeJob OverviewYou will be the principal trusted advisor and revenue driver for mutual fund and AIF distribution in your territory, working independently (IC role) to grow our business through deep client relationships and channel development. ResponsibilitiesDrawing from industry norms for IC roles in mutual fund distribution: Channel Development &...
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Relationship Manager
2 weeks ago
Delhi, Gurugram, NCR, Noida, India Utkarsh Small Finance Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact...
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FundTQ - Client Relationship Manager
3 weeks ago
Gurugram, India FundTQ Full timeBusiness Development Manager - FinTech, Banking & Wealth Consulting. Location:- Gurgaon. Department:- Business Development / Client Relation. About the Role. We are seeking an experienced Client Relation/- Business Development Manager to join our dynamic team, focused on expanding our presence across the Fintech, banking, and wealth consulting sectors. This...
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Relationship Manager
4 weeks ago
Gurugram, India FOIP Full timeCompany Description FOIP Proptech private limited Role Description This is a full-time on-site Sales & Target driven role for a Relationship Manager located in Gurugram. The Relationship Manager will be responsible for acquiring & managing client & channel partner relationships, identifying client needs, and ensuring client satisfaction. The day-to-day tasks...
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Relationship Manager
4 weeks ago
Gurugram, India Avishek Gupta Full timeRole Description This is a full-time on-site role for a Relationship Manager located in Gurugram. The Relationship Manager will be responsible for managing and nurturing client relationships, addressing client inquiries, and providing solutions to client issues. Day-to-day tasks include identifying client needs, developing strategies to meet those needs, and...
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Relationship Manager
4 weeks ago
Gurugram, India Nexionpro Services LLP Full timeJob description:Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...
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Relationship Manager
4 weeks ago
Gurugram, India NexionPro Full timeJob Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 Years About Myraa Wealth Myraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...
