Wealth Relationship Manager

Wealth Relationship Manager Job Description Template

Our company is looking for a Wealth Relationship Manager to join our team.


  • Managing relationship to improve relationship value of existing customers;
  • To ensure more wallet share to the customers to avoid devaluation of securities;
  • Ensuring products the customers according to their requirements.


  • Attitude to service clients by providing them smooth and superior service delivery;
  • Ability to analyze data;
  • Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc);
  • Maintaining external network i.e. to maintain contact with the customers.