Relationship/Wealth Manager

7 days ago

Bengaluru, Karnataka, India AI Growth Bangalore Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Role Description

This is a full-time on-site role as a Relationship/Wealth Manager. You will be responsible for acquiring, building, and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients. Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities, managing client portfolios, providing investment options, and ensuring client satisfaction. You will also collaborate with internal teams to assess investment risks and monitor asset performance.

Qualifications

  • Proven experience in relationship management and client acquisition
  • Strong understanding of financial markets and investment products
  • Excellent communication and interpersonal skills
  • Ability to build and maintain relationships with clients
  • Analytical and problem-solving skills
  • Ability to work well in a team and independently
  • Bachelor's degree in finance, business, or related field
  • Experience 2+ years

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