Client Portfolio Manager

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: Relationship Manager (RM)

Location: Gurgaon

Education: Graduate

Experience: 2 - 8 years in Wealth Management

About the Role: The Relationship Manager (RM) will be responsible for managing affluent client portfolios, acquiring new clients, and delivering high-quality investment advice. The role works closely with Advisors/Investment Analysts to ensure effective advisory execution, strong client outcomes, and consistent engagement.

Key Responsibilities:

1. C...