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Relationship Manager – Wealth Management
VRecruitFirst
Ahmedabad
Not Disclosed
1 - 5 Years
Full Time - Permanent
Views:3
Applicants:0
Posted on 27 Jul, 2026
In Office
Job Description | Responsibilities
- Build and manage relationships with wealth management clients.
- Provide investment and financial product recommendations.
- Acquire new clients and grow the investment portfolio.
- Monitor client portfolios and deliver regular reviews.
- Achieve business targets while ensuring regulatory compliance.
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
Client Acquisition
Financial Products
Banking
Sales
Regulatory Compliance
