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Relationship Manager
2 weeks ago
Relationship Manager – Wealth Management
Location: Chennai
Company: AssetZ Premier Wealth Advisory Pvt Ltd
About Us
AssetZ Premier Wealth Advisory Pvt Ltd is a SEBI-registered wealth management firm and one of the leading players in Tamil Nadu. We serve individuals, families, corporates, and trusts with independent and research-driven financial solutions.
Role Overview
We are inviting applications for the role of Relationship Manager. This opportunity is open to both freshers and experienced professionals who have the right aptitude, communication skills, and interest in financial services. The role will be tailored based on the candidate's capabilities, with scope to grow further within the firm..
Desired Skills & Attributes
- Strong communication and interpersonal skills.
- Ability to understand numbers and grasp financial concepts.
- Structured thinking and problem-solving mindset.
- A client-first approach with attention to detail.
- Comfort with MS Excel, presentations, and digital tools.
- Eagerness to learn and build a career in wealth management.
Qualification & Experience
- Graduate/Postgraduate in Commerce, Finance, Management, or related fields.
- Freshers with strong aptitude are encouraged to apply.
- Prior experience in banking, mutual funds, insurance, or financial services is an advantage.
Why Join Us?
- Exposure to diverse clients including individuals, families, corporates, and trusts.
- Opportunities for mentorship and career growth across different areas of wealth management.
- A professional yet collaborative environment focused on learning and career development.
Job Type: Full-time
Pay: ₹20, ₹50,000.00 per month
Benefits:
- Health insurance
- Leave encashment
- Paid sick time
Work Location: In person
