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AAA Global
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Relationship Manager

Relationship Manager

AAA Global

5 years

0 Lacs

maharashtra india

Posted:6 days ago| Platform:

Apply

Skills Required

management portfolios portfolio network development communication

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager – Wealth Management

Location:

Experience:

About the Role

Relationship Managers

Key Responsibilities

Develop, manage, and expand relationships with HNW and institutional clients
Provide personalized investment and wealth management advice
Identify new business opportunities and onboard new clients
Coordinate with internal teams to deliver a high standard of client service
Maintain up-to-date knowledge of investment products, market trends, and regulatory changes

Requirements

Minimum
5 years of experience
in Wealth Management, Private Banking, Investment Banking, or Financial Services
Proven track record of managing HNW / UHNW client relationships
Strong understanding of investment products, asset allocation, and portfolio management
Established client network or demonstrated business development success
Excellent communication, interpersonal, and analytical skills

Discreet conversations are always welcome at:

info@aaaglobal.co.uk isha@aaaglobal.co.uk

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