Wealth Relationship Manager

🚀 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