Wealth Management Relationship Manager

4 days ago


Chennai, Tamil Nadu, India BugleRock Capital Full time
Job Overview

BugleRock Capital, a leading provider of Wealth, Asset Management, and Multi Family Office services, seeks an experienced Wealth Management Relationship Manager to enhance client relationships and drive satisfaction.

Key Responsibilities
  • Act as liaison between front-office relationship managers and back-office departments to resolve client inquiries efficiently
  • Process and monitor client transactions, account maintenance requests, and documentation
  • Manage and update client information in CRM and other systems
  • Coordinate with internal teams to facilitate client service requests and problem resolution
Requirements
  • Demonstrated experience in wealth management or a related field
  • Excellent communication and interpersonal skills
  • Able to work in a fast-paced environment and prioritize tasks effectively
Benefits
  • Ongoing training and development opportunities
  • A competitive salary of $120,000 - $150,000 per annum
  • A dynamic and supportive work environment


  • Chennai, Tamil Nadu, India BugleRock Capital Full time

    BugleRock Capital, a leading provider of Wealth, Asset Management, and Multi Family Office services, seeks an experienced Wealth Management Client Service Manager. The successful candidate will manage relationships with private clients, institutions, and families, delivering exceptional service and driving client satisfaction.Key Responsibilities:Act as...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    Job DescriptionWe are seeking an experienced Client Relationship Manager to join our team in Chennai, India. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and driving business growth through effective relationship management.About the RoleManage a portfolio of high net worth clients,...


  • Chennai, Tamil Nadu, India BugleRock Capital Full time

    Company OverviewBugleRock Capital is a leading wealth and asset management company providing services to private clients, institutions, and families.Estimated Salary:$120,000 - $180,000 per annum based on industry standards and location.Job DescriptionThe ideal candidate will be responsible for managing and enhancing relationships with our clients, ensuring...


  • Chennai, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job DescriptionThe Privilege Relationship Manager role at Anand Rathi Share and Stock Brokers Ltd requires a financial professional to serve as a dedicated point of contact for high-net-worth individuals/clients.As a Financial Wealth Manager, your primary responsibility is to provide personalized financial services and investment advice tailored to the...


  • Chennai, Tamil Nadu, India 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai Full time

    Job DescriptionThis role is part of our Wealth Management team in Chennai and requires a seasoned professional to manage existing relationships and onboard new clients onto our platform.About the RoleYou will be responsible for prospecting new Wealth Management clients with a minimum asset under management (AUM) of INR 100 million.Managing and maintaining...


  • Chennai, Tamil Nadu, India GST Manager Full time

    About This RoleWe are seeking a highly skilled Senior Customer Relationship Manager to join our team in Chennai. As a key member of our organization, you will be responsible for managing client relationships, overseeing task management systems, and ensuring seamless communication between customers and internal teams.


  • Chennai, Tamil Nadu, India Spark Private Wealth Full time

    About UsAt Spark Capital Group, we're a mid-market financial services franchise offering investment banking, asset management, and private wealth management solutions. With over two decades of experience, our Securities and Exchange Board of India-registered entities are dedicated to delivering exceptional results for entrepreneurs, corporates, business...


  • Chennai, Tamil Nadu, India GA Capital Management Full time

    About UsGA Capital Management is a leading capital management company, part of the GA Group of companies' Capital Markets business. We are headquartered in Hyderabad, with a presence across metro cities in India. Our mission is to create long-term value for our clients and communities through wealth creation through equity investments.We aim to be the first...


  • Chennai, Tamil Nadu, India BugleRock Capital Full time

    Wealth Management Client LiaisonAt BugleRock Capital, we're committed to delivering exceptional service and building long-lasting relationships with our clients. We're seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division.Key Responsibilities:Act as a liaison between front-office...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    DBS Treasures Relationship Manager OpportunityIn this exciting role, you will play a crucial part in delivering exceptional client experience and driving revenue growth for DBS Treasures clients. As a Wealth Management Specialist, your primary objective will be to acquire and engage with high-net-worth individuals, offering tailored financial solutions to...


  • Chennai, Tamil Nadu, India Talent Corner Full time

    About the RoleWe are seeking an experienced wealth advisor to join our Private Client Group as a Senior Wealth Strategist. This is an exceptional opportunity to drive business growth and build long-term relationships with high net worth individuals.ResponsibilitiesThe successful candidate will be responsible for cultivating relationships, growing assets...


  • Chennai, Tamil Nadu, India BetterInvest Full time

    About the OpportunityWe are seeking a Senior Relationship Manager to build and maintain strong relationships with High Net Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs), and family offices.About the RoleBuild and maintain strong relationships with key clients, understanding their investment preferences, risk appetite, and financial...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    DBS Bank, a leading financial institution in Asia, is seeking an experienced Elite Relationship Manager to join its Consumer Banking Group. Based in Chennai, India, this role will involve acquiring and managing high net worth individuals (HNIs) with assets under management (AUM) exceeding INR 20 million.Job DescriptionThe ideal candidate will have a minimum...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    Job Description: As a key member of the DBS Consumer Banking Group, you will play a vital role in delivering exceptional customer experiences and driving business growth. With a strong focus on relationship management and sales development, you will be responsible for acquiring new-to-bank (NTB) customers and deepening wallet share through strategic...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    DBS Bank, a leading bank in Asia, offers an exciting opportunity for a Financial Relationship Manager to join our Consumer Banking Group.About UsWe are committed to helping our customers realise their dreams and ambitions. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans,...


  • Chennai, Tamil Nadu, India DBS Bank Full time

    As a key player in DBS Bank's Consumer Banking Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with high net worth clients.With a focus on relationship management and cross-selling, you will work to deepen the wallet share of existing customers while acquiring new ones. Your goal will be to...


  • Chennai, Tamil Nadu, India BugleRock Capital Full time

    BugleRock Capital provides Wealth, Asset Management, and Multi Family Office services to private clients, institutions, and families. We are seeking an experienced Wealth Management Client Service Manager to join our team, focusing on delivering exceptional service and driving client satisfaction.Role Description:Act as liaison between front-office...


  • Chennai, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full time

    About the Role:">The Wealth Development Specialist is a key professional in our team, responsible for delivering personalized financial services and investment advice to high-net-worth individuals. This role involves providing tailored solutions to meet the unique needs and goals of clients, helping them make informed investment decisions, grow their wealth,...


  • Chennai, Tamil Nadu, India BugleRock Capital Full time

    Job OverviewBugleRock Capital provides comprehensive wealth management services to private clients and institutions.


  • Chennai, Tamil Nadu, India DBS Bank Full time

    Job SummaryDBS Bank is seeking a seasoned Treasures Relationship Manager to deliver exceptional volume and revenue performance by acquiring and engaging with high-net-worth individuals (HNIs) in India. As a key member of our Treasures team, you will be responsible for managing relationships, identifying new business opportunities, and driving customer...