Location

Hyderabad & Bangalore (WFO)

Experience

5+ years

Employment

Full-time

Joining

Immediate to 1 month

Maxiom Wealth, a fintech leader transforming wealth management through AI and ML, is seeking a seasoned Senior Relationship Manager to join our agile team. We are looking for a client-centric individual with a proven track record of building and maintaining strong relationships with high-net-worth clients.

wealth-management

Key Responsibilities

1 Cultivate and maintain deep relationships with high-net-worth clientele.

2 Deliver tailored financial plans and investment recommendations aligned with client goals and risk tolerance.

3 Leverage advanced AI analytics to create optimized investment portfolios for clients.

4 Drive asset growth through client acquisition and retention.

5 Stay at the forefront of market dynamics and industry best practices.

6 Proactively monitor and enhance client portfolios through regular reviews.

Ideal Candidate

Experience

5+ years of experience in wealth management with a strong focus on client relationship management.

Knowledge

In-depth knowledge of financial products, investment strategies,



and market trends.

Certifications

Should have NISM V-A and NISM XXI A certifications.

Skills

Excellent communication, interpersonal, and presentation skills. Ability to analyze client data and provide data-driven recommendations.

Industry Knowledge

Strong understanding of the wealth management industry and regulatory landscape.

What's in it for you?

Growth Opportunity

Join our high-growth startup and be part of shaping the future of wealth management.

Competitive Package

Enjoy a competitive compensation package including an attractive incentive structure.

ESOP Program

Benefit from our ESOP program and become a stakeholder in our success.

Career Growth

Opportunity to grow exponentially within a lean, dynamic team.

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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