Relationship Manager - Wealth Management - Startup Firm

Description:

About the Opportunity

This is an opportunity to join a founder-led, tech-first wealth management platform focused on delivering high-quality advisory solutions to affluent and HNI clients. The organisation is in an early growth phase, offering high visibility, ownership, and the chance to build a scalable wealth franchise from the ground up.

Role Overview

The Relationship Manager will be responsible for managing client relationships, acquiring new clients, and delivering compliant, well-structured wealth advisory solutions, supported by in-house advisors and technology platforms.

Key Responsibilities

- Manage and grow a portfolio of affluent / HNI clients

- Conduct regular portfolio reviews and asset allocation discussions

- Acquire new clients through referrals, networks, and market outreach

- Work closely with Advisors/Investment Analysts for proposal and execution support

- Ensure proper documentation and advisory trail as per compliance standards

- Use CRM and internal platforms to track pipelines, reviews, and client engagement

Candidate Profile

- 3-8 years of experience in wealth management / private banking

- Strong client communication and relationship-building skills

- Experience handling MF, PMS, AIF, bonds or structured products

- Ability to acquire and retain clients independently

- Comfortable working in a technology-enabled, early-stage setup

Why This Role

- Direct exposure to leadership

- Opportunity to build a long-term client franchise

- Strong platform support with analytics and advisory tools

- High growth potential as the organisation scales