Hiring Now: Wealth Management: Relationship Manager

Our team is expanding! We have a new opening for a Wealth Management: Relationship Manager! Whether you're in our Remote hub or working remotely, you'll be a core part of the team. This position requires a strong and diverse skillset in relevant areas to drive success. We offer a competitive compensation package, with a salary of a competitive salary.

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We help affluent Indian families in managing their global taxes, and everything money.

Our clients include some of the most iconic executives of India Inc., internationally acclaimed celebrities, single and multi-family offices, and successful entrepreneurs.

We are hiring multiple Relationship Managers.

This role provides an amazing opportunity to closely work with some of the most successful Indians worldwide to help them manage their finances.

Who you are?

· MBA Finance / CA (including semi-qualified)/CS/ Graduate from a reputed college

· Up to 5 years of experience in any finance related domain. Freshers can apply with confidence.

· Possess high aptitude

· Diligent and proactive

What would you do?

· Client onboarding

· Understanding and analysing client's finances

· Managing post onboarding client engagement

· Complete multiple tasks assigned by multiple clients

· Collaborate with tax, wealth planning, and investment teams to provide effective and timely solutions to the clients

· Follow up with clients on regular basis and ensure completion of deliverables

· Pitch and present company’s products and services among prospects, and existing clients

· Timely reporting to your Reporting Manager

We’re looking for driven individuals who can excel in a high growth environment.

Work Model: Work From Home (After initial training period in Pune)

Job Type: Regular - Full time

Please send your CVs to [email protected] Apply Job!

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Submit Your Application

Seize this opportunity to make a significant impact. Apply now and take the first step towards a rewarding new role.