Client Wealth Manager

Excellent Communications Skills

We are looking for Client Manager for a boutique wealth management firm based at Bengaluru.

Position Summary:

As a Client Manager, you will serve as a strategic relationship partner to our clients - _leading knowledge-driven conversations and ensuring a deeply personalized and premium experience. You will represent the firm's thinking, philosophy, and value proposition in a way that builds long-term trust, drives referrals organically, and increases client wallet share through genuine value creation.

In this role, you will collaborate closely with the Investment, Client Service and external teams to provide context, clarity, and strategic interpretation of market events and portfolio outcomes. You will be accountable for deepening client engagement, elevating the quality of advisory dialogue, and expanding the relationship depth across families we serve.

This role is ideal for professionals who combine relationship intelligence with sound knowledge of personal finance - _and who are passionate about serving families with integrity, insight, and long-term stewardship.

JOB DETAILS:

Job Location : YellappaChetty Layout, Ulsoor

Industry : Investment Advisory

Education : Graduate/Postgraduate in Finance, Business, Economics, or a related discipline.

Reporting to : CEO

Experience : 4+ yrs yrs of exp in client management, wealth management, or financial services. Prior exp in managing HNI/UHNI clients preferred.

Qualities :Team player, soft-spoken, committed and dynamic

Working Culture : 9.15 am to 6 P.M, 5 days a week

Roles & Responsibilities:

Lead Management

Client Engagement

Client Servicing

Growth and Opportunity Development

Product & Portfolio

Skills & Competencies:

- Strong relationship management and interpersonal communication skills.

- High level of ownership, empathy, and client-centric approach.

- Ability to multitask and coordinate effectively across teams.

- Sound understanding of financial products, portfolio management, and wealth advisory concepts.

- Strong organizational and reporting capabilities.