Relationship Manager

Neo Wealth and Asset Management; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Neo Wealth and Asset Management seeks an experienced wealth manager to build and manage a portfolio of HNI clients in India. You’ll drive trust-based, long-term relationships and partner with a lean team focused on integrity while shaping a new-age wealth platform.

With 5–10 years in wealth management/private banking, you’ll bring a track record of client trust and performance and a strong belief in transparency and unbiased advice. This is a growth-focused role offering the freedom to build.

Qualifications

• 5–10 years’ experience in wealth management/private banking.
• Proven track record of client trust & performance.
• Belief in transparency and unbiased advice.
• Entrepreneurial drive to scale with a growing platform.

Responsibilities

• Build & manage a portfolio of HNI clients.
• Drive trust-based, long-term client relationships.
• Partner with a lean, focused team built on integrity.
• Shape the future of a new-age wealth platform in India.

Skills

Wealth management

Private banking

Client relationship management

Entrepreneurial drive

Trust & transparency

Job description

Are you a banker who wants to build, not just maintain?

At Neo, we’re reshaping wealth management for India’s next generation of clients—aspirational, fast-moving, and seeking real performance, not just packaging.

What You’ll Do?

• Build & manage a portfolio of HNI clients
• Drive trust-based, long-term client relationships
• Partner with a lean, focused team built on integrity
• Shape the future of a new-age wealth platform in India

What We’re Looking For

• 5–10 years’ experience in wealth management/private banking
• Proven track record of client trust & performance
• Belief in transparency and unbiased advice
• Entrepreneurial drive to scale with a growing platform

Why Neo?

• Backed by strong investment research & advisory capabilities
• A platform that empowers you with the freedom to build
• High-growth environment where your impact is visible

If you’re ready to do your best work and build something exceptional, not just follow the playbook—let’s talk.