Acme Services
Wealth Relationship Manager
Skills
4 years ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
Job highlights
- Managing team and client relationships and generating AUM from preferred clients
- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing team and client relationships and generating AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities
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