Senior Relationship Manager
Wealth Management
Job Description
Maxiom Wealth, a fintech leader transforming wealth management through AI and ML, is seeking a seasoned Senior Relationship Manager to join our dynamic 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.
Key Responsibilities
Cultivate and maintain deep relationships with high-net-worth clientele.
Deliver tailored financial plans and investment recommendations aligned with client goals and risk tolerance.
Leverage advanced AI analytics to create optimized investment portfolios for clients.
Drive asset growth through client acquisition and retention.
Stay at the forefront of market dynamics and industry best practices.
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.
Location
Send your resume to hr@maxiomwealth.com with the opening in the subject
