Job Description

Relationship Manager - Wealth Management
Locations: Bengaluru, Hyderabad, Chennai, KolkataSummary:
An exciting opportunity for a seasoned professional with expertise in wealth management to drive business growth by acquiring new clients, managing high-value portfolios, and delivering tailored financial solutions.Your Future Employer:
A leading and reputed wealth management firm committed to delivering exceptional advisory services and fostering long-term relationships with clients.Responsibilities: * Acquiring new high-net-worth clients and growing the asset under management (AUM).

• Monitoring financial market trends and recommending responsive client strategies.
• Building and maintaining strong client relationships to drive business development.
• Analyzing client portfolios and recommending suitable financial products.
• Collaborating with stakeholders to meet customer needs and achieve targets.

Requirements: * Graduate/Postgraduate in any discipline with 5+ years of wealth management experience.

• In-depth knowledge of investment products and market trends.
• Strong background in banking or wealth platforms.
• Proficiency in MS Office and relevant certifications (AMFI/IRDA).
• Exceptional communication and client management skills.

What's in it for you?

• Opportunity to work with a renowned wealth management organization.
• An engaging and supportive environment to drive your professional growth.
• Competitive remuneration and performance-driven rewards.

Reach Us:
If you think this role aligns with your career aspirations, kindly email your updated CV to shubhi.kumar@crescendogroup.in for a confidential discussion.Disclaimer:
Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with engaging and memorable job search and leadership hiring experiences. Crescendo Global does not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Note:
Due to the high volume of applications, we may not respond to every applicant. If you do not hear from us within a week, please assume your profile has not been shortlisted.Keywords: Relationship Manager jobs, Wealth Management jobs, HNI/UHNI clients, financial advisory, banking jobs, investment products, AUM growth, Crescendo Global.

Crescendo Global