Company Description Jade Wealth Management LLP is a SEBI-registered Portfolio Management Service focused on disciplined, research driven investing for equity market participants in India. The firm runs a Flexi Cap discretionary PMS, investing across large, mid, and small cap companies using a defined internal framework to evaluate promoters, business quality, earnings integrity, competitive edge, and alignment with India’s growth.

Jade transparency, security, and clear communication, providing clients with ownership of their portfolios and regular research-backed updates instead of generic statements. With a minimum investment of INR 50 lakhs and performance benchmarked against the BSE 500 TRI, Jade serves investors who value professionalism and long-term wealth building. The team is accessible to clients and prioritizes trust through regulated structures and rigorous, independent research.

Role Description The Relationship Manager is a full-time, in office role based in Mumbai, responsible for managing and deepening client relationships for Jade Wealth Management’s portfolio management services. The role involves serving as the primary point of contact for clients, understanding their financial goals and risk profiles, and communicating portfolio strategy, performance, and market developments in a clear and timely manner.

The Relationship

Manager will coordinate closely with the investment and operations teams to ensure accurate reporting, seamless onboarding, and prompt resolution of client queries and service requests. Day-to-day tasks include conducting client meetings, preparing and presenting portfolio reviews,



supporting business development efforts, and maintaining detailed records in line with regulatory and internal compliance requirements. The role also requires proactive outreach to existing and prospective clients, strengthening trust through consistent communication and high-quality service.

Qualifications

- Strong client relationship management skills, including the ability to build trust, listen actively, and communicate complex investment concepts in simple terms.
- Sound understanding of equity markets, portfolio management, and financial products, with the ability to interpret research and explain investment decisions to clients.
- Excellent oral and written communication skills, presentation abilities, and comfort in conducting one-on-one and group client meetings.
- High level of professionalism, integrity, and attention to detail, with strong and time-management capabilities.
- Experience in wealth management, investment advisory, private banking, or related financial services roles is highly beneficial.
- Familiarity with SEBI regulations and PMS structures, or willingness to learn and operate within a regulated framework.
- Proficiency with standard office and CRM tools for maintaining client records, preparing reports, and tracking interactions.
- Bachelor’s degree in Finance, Economics, Business, or a related field; a postgraduate degree or relevant certifications (such as CFP, CFA, NISM) are an advantage.
- Ability to work collaboratively with investment and operations teams while taking ownership of client outcomes and service quality.

📌 Relationship Manager (Mumbai)
🏢 Jade Wealth Management
📍 Mumbai