Client Solutions Manager

Job Title

Client Solutions Manager

(Customer / Client Solutions – Market Expansion, Investment Advisory & Financial Planning)

Company

Sincere Syndication

SEBI-Registered Investment Advisor | PMS | AIF

Job Location

Chennai | Coimbatore | Bangalore

About the Company

₹1,800+ crore in Assets Under Management

Role Overview

Client Solutions Managers

Key Responsibilities

• Drive market expansion by engaging with industrialists and Ultra HNI families
• Build, manage, and strengthen long-term client relationships
• Understand client financial goals and recommend suitable investment solutions
• Handle client onboarding and transactions
• Act as the single point of contact for assigned clients
• Monitor portfolios, asset allocation, and client positions
• Provide risk management solutions aligned with client needs
• Ensure timely, efficient, and high-quality client service
• Engage with communities, network, and prospect new clients

Required Experience & Skills

• Experience:

  2–10 years in wealth management, investment advisory, financial planning, or related fields
• Strong client engagement and relationship-building skills
• Ability to manage UHNI / HNI client relationships
• Knowledge of investment products and portfolio monitoring

What We Offer

• High-learning, high-growth environment
• Exposure to UHNI families and entrepreneurs
• Long-term career growth in wealth management and advisory

How to Apply

Interested candidates may apply via LinkedIn or email their resume to:

connect@sinceresyndication.com

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