Client Relationship Manager

7 hours ago

Mumbai, Maharashtra, India AIS Technolabs Full time ₹ 5,00,000 - ₹ 20,00,000 per year

Client Relationship Manager

2 to 10+ 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 tailored advice on investments, wealth planning, credit, and other banking services.

Business Development

  • Identify and pursue new client acquisition opportunities through personal networks, referrals, and targeted marketing initiatives.
  • Develop and execute strategic plans to grow the client base and AUM.

Portfolio Management

  • Collaborate with investment specialists and product teams to propose and execute customized portfolio strategies.
  • Monitor client portfolios, ensuring alignment with financial goals and market conditions.

Risk & Compliance

  • Ensure all client onboarding, KYC/AML, and due diligence processes meet regulatory and internal compliance standards.
  • Adhere to risk management and operational procedures in all client interactions.

Team Collaboration

  • Work closely with internal partners (e.g., investment advisors, product specialists, legal, and compliance) to deliver a holistic wealth management experience.
  • Mentor junior bankers or relationship managers as appropriate.

Qualifications:

  • Bachelors degree in Finance, Business Administration, Economics, or related field (MBA/CFA preferred).
  • 2 to 10+ years of experience in private banking, wealth management, or related financial services.
  • Proven track record of managing and growing HNWI/UHNWI client relationships.
  • Strong understanding of investment products, credit structures, and wealth planning solutions.
  • Excellent interpersonal, communication, and relationship-building skills.
  • Regulatory certifications/licenses as required by jurisdiction (e.g., Series 7/63, SFC Type 1/4/9, or equivalent).

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