Virtual Relationship Manager

Job Description

Position Overview As a Virtual Relationship Manager, youll directly impact the way clients build their financial future. You will engage with high-net-worth individuals (HNWIs), evaluate their portfolios and guide them on investment strategies. Responsibilities Proactively reach out to potential High Net worth Clients through Digital Channels to identify and cultivate new relationships. Conduct Virtual / Physical consultations to understand client financial goals. Risk tolerance and investment objectives Establish and maintain strong physical/virtual relationships with existing clients through regular communication and checkins. Develop customized investment strategies aligned with clients long-term financial aspirations. Collaborate with internal teams, including research analysts and portfolio managers, to offer well-informed investment solutions. Leverage digital tools and CRM systems to manage client interactions, track progress, and drive engagement. Stay updated on market trends, financial products, and regulatory changes to provide informed guidance. Critical Success Factors Growth Opportunities: Take ownership and work on impactful projects. Grow across domains and build your own team Rewards: Competitive compensation with industry-best incentives, and wellness benefits. Culture: A flat, open-door organization where every idea matters. A dynamic, supportive work environment that values teamwork and inclusivity. Learning: Collaborate with highly talented teams in finance, product and tech, enhancing your skills across domains. Requirements: Outstanding communication skills with the ability to simplify complex financial concepts. Expertise in financial products such as mutual funds, bonds, and portfolio management services. Proficiency in MS Excel. Prior experience in financial services, sales or banking preferred. Education and Experience Bachelors / Masters degree in Finance, Business Administration, or a related field. Key Attributes: Energetic and self-driven with a go-getter attitude. High ownership and a results-oriented mindset. Team player with a collaborative mindset. Flexible and open to challenges with a commitment to growth.