Wealth relationship manager
HyderabadFull-time5–8 yrs6 L–₹11 L a yearPosted open since jul 2025
Senior finance role at Weekday AI in Hyderabad. Needs 5–8 years and an MBA, B.Com or BBA. Pays ₹6–11 LPA.
About the role
We are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves developing personalized financial plans, managing investment portfolios, and offering expert advice across areas such as tax planning, insurance, and risk management.
What you need
- Financial analysis
- Wealth management
- Portfolio management
- Mutual funds
- Risk management
- Customer service
Good to have
- CRM
- Client relationship