Senior Relationship Manager - FinTech

Our client is a fintech leader transforming wealth management through AI and ML, is seeking a seasoned Relationship/Senior Relationship Manager to join our dynamic team. We are looking for a client-centric individual with a proven track record of building and maintaining strong relationships with high-net-worth clients.

In this role, you will be responsible for understanding client needs, providing expert financial advice, and delivering exceptional service. Your ability to leverage our AI-powered platform to create tailored investment solutions will be crucial to your success.

Responsibilities:

- Cultivate and maintain deep relationships with high-net-worth clientele.

- Deliver tailored financial plans and investment recommendations aligned with client goals and risk tolerance.

- Leverage advanced AI analytics to create optimized investment portfolios for clients.

- Drive asset growth through client acquisition and retention.

- Stay at the forefront of market dynamics and industry best practices.

- Proactively monitor and enhance client portfolios through regular reviews.

Requirements:

- 5+ years of experience in wealth management, banking, etc with a strong focus on client relationship management.

- In-depth knowledge of financial products, investment strategies, and market trends.

- Excellent communication, interpersonal, and presentation skills.

- Ability to analyze client data and provide data-driven recommendations.

- Strong understanding of the wealth management industry and regulatory landscape.

- Undergraduate degree is required; MBA is advantageous.

- Should have NISM V-A and NISM XXI A certifications.

Benefits:

- Join our high-growth startup and be part of shaping the future of wealth management.

- Enjoy a competitive compensation package including an attractive incentive structure and the opportunity to grow exponentially within a lean, dynamic team.

- Benefit from our ESOP program and become a stakeholder in our success.