Relationship Wealth Manager

Motilal Oswal Financial Services Ltd; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A prominent financial services firm in Bengaluru seeks a Mid-Senior level Relationship Manager to manage and grow a portfolio of Affluent and Super Affluent clients. The successful candidate will be responsible for providing tailored investment advisory services, tracking market trends, and enhancing client relationships through personalized wealth management solutions. This full-time role offers significant growth opportunities in the financial services sector.

Qualifications

• Proven experience in managing affluent and super affluent clients.
• Ability to understand and provide customized investment solutions.
• Strong analytical skills to track market trends.

Responsibilities

• Onboard and manage a base of clients.
• Drive growth through personalized wealth management strategies.
• Identify new client acquisition opportunities.

Skills

Client relationship management

Wealth management solutions

Investment advisory

Market analysis

Job description

Senior Talent Acquisition Professional | Expert in Full-Cycle Recruitment | Employer Branding | Workforce Planning

Job Profile: Relationship Manager – Affluent & Super Affluent Segment

The Relationship Manager will be responsible for managing and growing a portfolio of Affluent and Super Affluent clients through advisory-led wealth solutions.

Responsibilities

• Onboard and manage an existing base of Affluent & Super Affluent clients while building a strong, scalable client book
• Deepen client relationships and drive AUM growth through customized investment and wealth management solutions
• Provide end-to-end investment advisory, including portfolio reviews and asset allocation aligned with client goals
• Identify and engage new Affluent & Super Affluent prospects to support client acquisition initiatives
• Track market trends and investment opportunities, delivering timely insights relevant to client portfolios
• Collaborate with product, research, and centralized CFP teams to deliver informed investment strategiesSupport business development activities such as seminars, workshops, and investor engagement programs

To schedule your interview send your CV through WhatsApp (number mentioned below)

Avdhut: 7796426971

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Financial Services, Investment Banking, and Banking

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