Relationship Manager - Wealth Management Firm

We are hiring for a Relationship Manager role with a leading AI-enabled wealth management firm serving affluent families

Key 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 productivity

Requisites:

- 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 processes