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Relationship Manager – Wealth Management
Optime-Tech LLC
Bengaluru / Bangalore | Mumbai
Not Disclosed
4 - 7 Years
Full Time - Permanent
Views:54
Applicants:0
Posted on 15 Jul, 2026
In Office
Job Description | Responsibilities
- Build and manage relationships with high-net-worth clients.
- Provide personalized wealth management and investment solutions.
- Identify client financial goals and recommend suitable products.
- Ensure portfolio growth through cross-selling and advisory services.
- Maintain regulatory compliance and deliver exceptional client service.
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Job Role - Relationship Manager – Wealth Management
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Wealth Management
Relationship Management
Investment Advisory
Portfolio Management
Financial Planning
HNI Clients
Mutual Funds
Cross Selling
Client Relationship
