Relationship Manager – Wealth Management

UpperCrust Wealth Pvt.Ltd.; Vadodara; On-site; INR 279,000 - 390,600; Full time

Job summary

A financial services firm in Vadodara is seeking a Relationship Manager in Wealth Management. The role involves building client relationships, providing financial solutions, and identifying new business opportunities. Candidates should possess strong communication skills and a relevant degree. This full-time position offers an entry-level opportunity to learn about various investment products and work within a dynamic team focused on wealth advisory services.

Qualifications

• Strong communication and interpersonal skills to manage client relations.
• Knowledge of financial products and services.
• Ability to analyze market trends and client needs.

Responsibilities

• Build and maintain strong client relationships.
• Identify new business opportunities and expand the client base.
• Ensure compliance with regulatory guidelines.
• Monitor and manage client portfolios actively.

Skills

Client Relationship Management

Business Development

Financial Analysis

Compliance Knowledge

Education

Degree in Finance, Business or relevant field

Job description

Relationship Manager – Wealth Management

Helping Families Grow, Preserve & Pass on Wealth with Wisdom.| CFP | Building UpperCrust Wealth

Top 5 Reasons to Build Your Career at UpperCrust Wealth

Work with one of the city’s strongest and fastest‑growing financial teams.

• Exposure to Every Major Investment Product – PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury – learn everything under one roof.
• Work With the Largest & Most Experienced Team – learn directly from industry veterans and leaders who’ve managed crores in client portfolios.
• A boutique environment where your ideas get implemented and your work gets noticed.
• Interact with HNIs, families, entrepreneurs, and NRIs – build practical wealth‑advisory skills early.

Position Overview

Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services.

Key Responsibilities

• Client Relationship Management:
  • Build and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty.
  • Conduct regular client meetings to review portfolios, address concerns, and provide financial advice.
  • Understand client needs and offer personalized wealth management solutions to enhance their financial well‑being.
  • Monitor client portfolios, ensuring alignment with their goals and suggest rebalancing if necessary.
• Business Development:
  • Identify new business opportunities and expand the client base.
  • Engage in active lead generation and networking to secure new clients and assets.
  • Conduct financial needs analysis and propose solutions tailored to clients’ financial aspirations.
  • Drive wealth management products, including mutual funds, insurance, structured products, and other investment solutions.
  • Provide sound investment advice based on market trends, client goals, and risk profiles.
  • Offer timely updates and insights on the market, investment strategies, and portfolio performance.
  • Advise clients on asset allocation and diversification, ensuring portfolio optimization.
• Compliance and Risk Management:
  • Ensure that all client interactions are compliant with regulatory guidelines and company policies.
  • Maintain accurate client records and manage documentation in adherence to compliance requirements.

Seniority Level

• Entry level

Employment Type

• Full‑time

Job Function

• Sales and Business Development

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