Client Relationship Manager
6 days ago
—RemoteIndependent Contractor — flexible alongside existing roleCommission-based — earn on every client you introduce or guide"What's my Plan B?""Where should I diversify?""How can I set up my kids to study in Europe?"If you work in wealth management, private banking, or family office advisory, you've heard these questions. Your clients are thinking about geographic diversification, generational planning, and optionality — they just need someone who can deliver the solution.Greece Golden Visa helps high-net-worth individuals and families secure EU residency through qualifying property investment. The Greek programme is one of the most accessible in Europe — investments from €250,000, no residency requirement, pathway to citizenship, and access to the Schengen Area (29 countries) for the whole family.For your clients, this isn't a property transaction. It's a wealth planning tool:• — Real assets in a stable EU jurisdiction• — EU residency for spouse, children, and parents• — A Plan B that requires no lifestyle change today• — Tangible assets with inheritance advantages• - — €500,000 real estate investment unlocks a flat €100,000 annual tax regardless of global income— Light touch, passive incomeSimply introduce qualified clients to our team. A Relationship Manager will handle everything — consultations, property selection, legal, visa processing. You stay informed, your client stays yours, and you earn a commission on every completed transaction.Refer other Wealth Management professionals to our network and earn on their client introductions too — building passive income from your professional connections.— Full client journey, higher earningsYou guide the clients through the entire process — from initial consultation to property selection and visa completion. You become their trusted advisor on this journey, supported by our operations, legal partners, and property portfolio.You don't need real estate expertise. You don't need immigration knowledge. You need client relationships and the ability to recognise when residency planning fits their goals.We provide full support — the scope depends on which path you choose:• Full training on the Greek Golden Visa programme• Curated property portfolio — vetted developers, qualifying investments• Operations support — legal coordination, document processing, visa applications• Marketing materials you can share with clients• A dedicated point of contact for every question• Wealth managers, private bankers, and family office advisors• Insurance professionals serving HNWI clients• Independent financial advisors with established books• Tax advisors and estate planners• Anyone with trusted relationships with internationally-minded clients— Our clients have earned the right to choose where they live and build their futures. We help them unlock that choice.— We build trust through transparency, not promises. Your clients will always know where they stand — and so will you.━━━━━━━━━━━━━━━━━━━━━━?Whether you want to simply refer clients or take ownership of the client journey, we'd welcome a conversation about how this could fit alongside what you do.#WealthManagement #PrivateBanking #FamilyOffice #GoldenVisa #Greece #HNWI #ResidencyPlanning #GreeceGoldenVisa
-
Client relationship manager
4 weeks ago
Mumbai, India Pinnacle Global Group Full timeCompany DescriptionPinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
-
Client Relationship Manager
4 weeks ago
Mumbai, India Pinnacle Global Group Full timeCompany DescriptionPinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
-
Client Relationship Manager
1 week ago
Mumbai, Maharashtra, India Alliance Recruitment Agency Full time ₹ 8,00,000 - ₹ 24,00,000 per yearJob descriptionClient Relationship Manager10+ years of experience in private banking, wealth management, or related financial services.Key Responsibilities:Serve as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide...
-
Client Relationship Manager
4 weeks ago
mumbai, India Pinnacle Global Group Full timeCompany DescriptionPinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
-
Client Relationship Manager
4 weeks ago
Mumbai, India Pinnacle Global Group Full timeCompany Description Pinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
-
Client Relationship Manager
4 weeks ago
Mumbai, India Pinnacle Global Group Full timeCompany Description Pinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
-
Client Relationship Manager
4 weeks ago
Mumbai, India Pinnacle Global Group Full timeCompany Description Pinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
-
Client Relationship Manager
4 weeks ago
Mumbai, India Pinnacle Global Group Full timeCompany DescriptionPinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professionals, Pinnacle Global delivers excellent, tailored solutions across various industries and service domains. Boasting a higher client retention...
-
Client Relationship Manager
2 weeks ago
Mumbai, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .Excellent paymaster . Diversifying into NBFC Domain .Position- Relationship Manager - Equity DomainExperience- 2 - 4 yearsLocations- Bhubaneswar, Bhopal, Pune, Ranchi, Ahmedabad, Bengaluru, Delhi / NCR, Vadodara, Mumbai (All Areas)Job description -Maximize profit & achievement...
-
Client Relationship Manager
2 weeks ago
Mumbai, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .Excellent paymaster . Diversifying into NBFC Domain .Position- Relationship Manager - Equity DomainExperience- 2 - 4 yearsLocations- Bhubaneswar, Bhopal, Pune, Ranchi, Ahmedabad, Bengaluru, Delhi / NCR, Vadodara, Mumbai (All Areas)Job description - Maximize profit & achievement...
