Relationship Manager

2 days ago

nagpur, India AAA Global Full time

Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe 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 ResponsibilitiesDevelop, manage, and expand relationships with HNW and institutional clientsProvide personalized investment and wealth management adviceIdentify new business opportunities and onboard new clientsCoordinate with internal teams to deliver a high standard of client serviceMaintain up-to-date knowledge of investment products, market trends, and regulatory changesRequirementsMinimum 5 years of experience in Wealth Management, Private Banking, Investment Banking, or Financial ServicesProven track record of managing HNW / UHNW client relationshipsStrong understanding of investment products, asset allocation, and portfolio managementEstablished client network or demonstrated business development successExcellent communication, interpersonal, and analytical skillsDiscreet conversations are always welcome at: info@aaaglobal.co.uk isha@aaaglobal.co.uk

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