Wealth Manager / Sr Wealth Manager / Relationship Manager

As a Senior Relationship Manager at Jama Wealth, a leading fintech company revolutionizing wealth management with AI and ML technologies, you will play a crucial role in our team. Your primary focus will be on building and nurturing strong relationships with high-net-worth clients, ensuring their financial needs are met with expert advice and exceptional service. Utilizing our AI-powered platform, you will craft personalized investment solutions tailored to each client's goals and risk preferences. Your responsibilities will include cultivating deep connections with high-net-worth individuals, delivering customized financial plans and investment advice, harnessing advanced AI analytics for optimized investment portfolios, driving asset growth through client acquisition and retention, staying updated on market trends and industry best practices, and proactively managing and enhancing client portfolios through regular reviews. The ideal candidate for this role should have at least 5 years of experience in wealth management, Asset Management Company (AMC), or similar fields, with a strong emphasis on client relationship management. You should possess a deep understanding of financial products, investment strategies, and market dynamics, accompanied by excellent communication, interpersonal, and presentation skills. Your ability to analyze client data and offer data-driven recommendations, coupled with a solid grasp of wealth management regulations and industry landscape, will be invaluable. An undergraduate degree is a prerequisite, while an MBA is advantageous. Holding NISM V-A and NISM XXI A certifications is required. By joining our high-growth startup, you will have the opportunity to contribute to the evolution of wealth management, enjoy a competitive compensation package with attractive incentives, and grow exponentially within our lean and dynamic team. Furthermore, you can benefit from our Employee Stock Ownership Plan (ESOP) and become a stakeholder in our success. If you are passionate about providing outstanding client experiences, fostering growth in the fintech sector, and possess the requisite qualifications and skills, we invite you to apply for this position. The job location is in Hyderabad & Bangalore with a work from office (WFO) setup. We are looking for immediate to 1-month joiners. Interested candidates can reach out to hr@jamawealth.com.,