Job Description

We are hiring for a Relationship Manager role with a leading AI-enabled wealth management firm serving affluent familiesKey Responsibilities- Manage and grow affluent client portfolios; conduct regular portfolio reviews- Acquire new clients through referrals, networking & market outreach- Collaborate with Advisors for proposal preparation and advisory delivery- Document all investment advice and ensure strong compliance discipline- Maintain CRM funnel, update client interactions, and use AI RM-CoPilot for productivityRequisites- 3-8 years of experience in affluent/HNI/UHNI wealth management- Strong client acquisition ability and good networking skills- Excellent client communication and advisory understanding- Familiarity with financial products and wealth processesIf this interests you, please reply with your updated CV or feel free to connect.Upasana PawarMaster Mind Consultancy70454 59729 (ref:updazz.com)

Skills Required