Service Relationship Manager - Wealth Management

Role Overview:

We are seeking a sharp, polished Service Relationship Manager to deliver exceptional service to our high-net-worth investor base. You will manage a portfolio of clients independently while supporting senior wealth managers on complex relationship accounts.

Key Responsibilities:

- Client Portfolio Management: Manage and nurture relationships with assigned HNI clients independently.

- HNI Client Support: Act as the primary point of contact for onboarding, portfolio reporting, query resolution, and trade execution support.

- Cross-Selling and Retention: Identify client needs to deepen share of wallet and retain high-value accounts.

Ideal Candidate Profile:

- 2 - 3 years of client-facing experience in wealth management, private banking, or premium fintech.

- Tier-1 educational background with exceptional oral and written communication skills.

- Polished demeanor, highly organized, and eager to grow rapidly into a full-scale Relationship Manager role.