Wealth Relationship Manager

About USAt 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...

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...

Expert Financial StrategistAbout the RoleWe design and deliver personalized financial strategies that empower our clients to achieve their goals.As an Expert Financial Strategist, you will be responsible for acquiring and managing high-quality client relationships. You will offer goal-based financial planning and develop tailored investment strategies to...

We empower individuals to achieve their financial goals through strategic planning and investment expertise.About This RoleThis is a dynamic opportunity for experienced professionals to deliver exceptional client experiences, provide tailored financial solutions, and cultivate strong relationships with high-net-worth clients.Acquire and manage long-term...

Job SpecificationsProfile: RM – Sales Designation: Relationship Manager Reporting To: Branch Manager / Cluster Head Location: IndorePrimary Job ResponsibilitiesKey ResponsibilitiesClient Acquisition & OnboardingIdentify and acquire new clients for equity trading and investment services.Build a strong network to generate leads and convert prospects into...

Strategic Client Relationship ManagerAbout the Opportunity:We are seeking an experienced professional to acquire and manage high-quality client relationships, offering goal-based financial planning and personalized investment strategies.The ideal candidate will have 2 years of experience in wealth management, banking, or HNI relationship management, with...

Job Description:We are seeking a dynamic professional to join our Relationships Department as a Relationship Manager. The ideal candidate will be responsible for engaging with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services.The role involves client acquisition, portfolio advisory, and relationship management. Our team...

we are looking for 1 relationship manager post in kochi/cochin, with deep knowledge in customer relationship, interpersonal skills, negotiation skills, team management skills, customer service and required educational qualification is : , other bachelor degree.Experience0 - 2 YearsNo. of Openings1EducationB.B.A, Any Bachelor DegreeRoleRelationship...

We are seeking committed Sales Executives ( Relationship Manager ) for a prominent financial services client based in Australia. This role is essential in proactively fostering and strengthening existing business relationships. Key responsibilities include ensuring client retention through effective communication, identifying opportunities for upselling,...

We are seeking committed Sales Executives (Relationship Manager) for a prominent financial services client based in Australia. This role is essential in proactively fostering and strengthening existing business relationships. Key responsibilities include ensuring client retention through effective communication, identifying opportunities for upselling, and...