highlisted

Wealth relationship manager

Weekday AI·Hyderabad

₹6 L–₹11 L a year5–8 yrsFull-time

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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

  • 5–8 yrs of experience
  • Financial analysis
  • Wealth management
  • Portfolio management
  • Mutual funds
  • Risk management
  • Customer service
  • MBA or B.Com or BBA

Good to have

  • CRM
  • Client relationship

What you get

  • ₹6 L–₹11 L a year

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