Relationship Manager - Wealth Management

YourMoneyWise; Mumbai; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

YourMoneyWise in Mumbai is seeking a Relationship Manager - Wealth Management to manage and grow a portfolio of HNI clients, offering tailored financial advice and investment solutions.

The ideal candidate will have 3-6 years of wealth management or financial advisory experience, postgraduate degree in Finance or MBA preferred, and strong client relationship skills.

Qualifications

• Postgraduate degree in Finance or MBA preferred.
• Proven track record in wealth management or financial advisory.
• Excellent client relationship management skills.

Responsibilities

• Manage and grow a portfolio of high-net-worth individual (HNI) clients, providing tailored financial advice and investment solutions.

Skills

Relationship management

Wealth management

Client relationship management

Education

Postgraduate degree in Finance or MBA

Job description

Relationship Manager - Wealth Management

Mumbai, India Full Time 10-18 LPA + Incentives 3-6 years

Description

Manage and grow a portfolio of high-net-worth individual (HNI) clients, providing tailored financial advice and investment solutions.

Requirements

• Postgraduate degree in Finance or MBA preferred
• Proven track record in wealth management or financial advisory
• Excellent client relationship management skills