Wealth Relationship Manager

4 weeks ago

Cochin, Kerala, India Wealth Matrix Full time

About US

At Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.

We are redefining what it means to prosper—with purpose.

What You'll Do

As a Wealth Relationship Manager, you'll be more than just a Manager—you'll be a guide, a strategist, and a trusted partner. Your role includes:

  • Acquiring and managing high-quality client relationships
  • Offering goal-based financial planning and personalised investment strategies
  • Coordinating across services like Mutual Funds, PMS, AIFs, Bonds, Insurance, and more
  • Leading regular client reviews and strategic updates
  • Being part of a firm that integrates ethics, education, and excellence into every client interaction

Who We're Looking For

  • Professionals with 2 years in wealth management/ banking / HNI Relationship Management.
  • Strong interpersonal skills and a client-first mindset.
  • Expertise in financial planning, risk profiling, and multi-product handling.
  • NISM VA is essential for this role.
  • CFP, CFA, NISM X A or X B certification is a plus
  • Entrepreneurial mindset: You think long-term, act purposefully, and build relationships that last

What You'll Get

  • An opportunity to shape the future of wealth management
  • Work with a brand trusted by professionals, HNIs & business leaders
  • Flexible work structure and collaborative team environment
  • Real impact on clients' lives—and your career
  • A platform to become a thought leader in personal finance

Ready to Prosper with Purpose?

Email your resume to contact.wealthmatrix@gmail.com

Learn more: www.wealthmatrix.in

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