🚀 About US At Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala’s fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services. We are redefining what it means to prosper—with purpose. 💼 What You’ll Do As a Wealth Relationship Manager, you’ll be more than just a Manager—you’ll be a guide, a strategist, and a trusted partner. Your role includes: Acquiring and managing high-quality client relationships Offering goal-based financial planning and personalized investment strategies Coordinating across services like Mutual Funds, PMS, AIFs, Bonds, Insurance, and more Leading regular client reviews and strategic updates Being part of a firm that integrates ethics, education, and excellence into every client interaction 🎯 Who We’re Looking For Professionals with 2+ years in wealth management/ banking / HNI Relationship Management. Strong interpersonal skills and a client-first mindset. Expertise in financial planning, risk profiling, and multi-product handling. NISM VA is essential for this role. CFP, CFA, NISM X A or X B certification is a plus Entrepreneurial mindset: You think long-term, act purposefully, and build relationships that last 🌱 What You’ll Get An opportunity to shape the future of wealth management Work with a brand trusted by professionals, HNIs & business leaders Flexible work structure and collaborative team environment Real impact on clients’ lives—and your career Platform to become a thought leader in personal finance 📩 Ready to Prosper with Purpose? Email your resume to contact.wealthmatrix@gmail.com Learn more: www.wealthmatrix.in
🚀 About US At Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala’s fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services. We are redefining what it means to prosper—with purpose. 💼 What You’ll Do As a Wealth Relationship Manager, you’ll be more than just a Manager—you’ll be a guide, a strategist, and a trusted partner. Your role includes: Acquiring and managing high-quality client relationships Offering goal-based financial planning and personalised investment strategies Coordinating across services like Mutual Funds, PMS, AIFs, Bonds, Insurance, and more Leading regular client reviews and strategic updates Being part of a firm that integrates ethics, education, and excellence into every client interaction 🎯 Who We’re Looking For Professionals with 2 years in wealth management/ banking / HNI Relationship Management. Strong interpersonal skills and a client-first mindset. Expertise in financial planning, risk profiling, and multi-product handling. NISM VA is essential for this role. CFP, CFA, NISM X A or X B certification is a plus Entrepreneurial mindset: You think long-term, act purposefully, and build relationships that last 🌱 What You’ll Get An opportunity to shape the future of wealth management Work with a brand trusted by professionals, HNIs & business leaders Flexible work structure and collaborative team environment Real impact on clients’ lives—and your career A platform to become a thought leader in personal finance 📩 Ready to Prosper with Purpose? Email your resume to contact.wealthmatrix@gmail.com Learn more: www.wealthmatrix.in