Client Relationship Manager

xpat.money; Bengaluru South; Hybrid; INR 900,000 - 1,500,000; Full time

Job summary

xpat.money is seeking a Client Relationship Manager to manage US-based clients in investment advisory and wealth management, with a hybrid work model and occasional Bangalore visits. Immediate joiners preferred, 2–3 weeks' notice accepted.

Role focuses on driving sales, cross-selling and revenue growth while coordinating with internal advisory teams. Requires strong English communication and experience with US clients, including NRI services.

Qualifications

• 5–10 years in investment advisory, wealth management or financial services.
• Strong experience with US-based individual clients.
• Exposure to NRI financial services or investment advisory.
• Proven sales and business development experience.
• Excellent verbal and written English communication.
• Strong client management, negotiation and relationship-building skills.

Responsibilities

• Manage relationships with US-based individual clients.
• Handle client accounts related to investment advisory and wealth management.
• Manage NRI client requirements and financial services.
• Drive sales, cross-selling, upselling and revenue growth.
• Identify new business opportunities and support client acquisition.
• Coordinate with internal investment advisory teams.
• Ensure client satisfaction, retention and long-term relationships.
• Achieve business development and revenue targets.

Skills

Investment advisory

Wealth management

US client management

Financial services

Sales & business development

English communication

Negotiation

Relationship building

Job description

WE'RE HIRING | CLIENT RELATIONSHIP MANAGER – US INVESTMENT ADVISORY & FINANCIAL SERVICES

We are looking for an experienced Client Relationship Manager with strong expertise in US-based client management, investment advisory, wealth management and financial services.

Work Mode

Work From Home / Hybrid

Experience

5–10 Years

Employment Type

Full-Time

Joining

Immediate joiners preferred (2–3 weeks' notice period also accepted).

Key Responsibilities

• Manage relationships with US-based individual clients.
• Handle client accounts related to investment advisory and wealth management.
• Manage NRI client requirements and financial services.
• Drive sales, cross-selling, upselling and revenue growth.
• Identify new business opportunities and support client acquisition.
• Coordinate with internal investment advisory teams.
• Ensure client satisfaction, retention and long-term relationships.
• Achieve business development and revenue targets.

Must-Have Skills

• 5–10 years of experience in investment advisory, wealth management or financial services.
• Strong experience managing US-based individual clients.
• Exposure to NRI financial services or investment advisory.
• Proven experience in sales and business development.
• Excellent verbal and written English communication.
• Strong client management, negotiation and relationship-building skills.
• Must be flexible to work according to US business hours.
• Shifts may extend into late evenings or early mornings.
• Work From Home opportunity.
• Bangalore office access with approximately one office visit per week.
• Competitive salary based on experience.

Preferred Background

Candidates from US-facing financial services organizations, wealth management firms or investment advisory companies.