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Premier Relationship Manager - Global NRI Wealth

Financial Advisory — Mumbai, MUMBAI

Experience 5 yrs
Age 35-45 yrs
Gender Male
Salary 10-16 LPA
Department Broking Trading Asset Wealth Mgt
Sub Department Portfolio PMS
Category HNI PMS
Product Wealth Management Firm
Sub Product Investment Advisory
Specialization Portfolio Management

Job Description

🌍 Premier Relationship Manager – Global NRI Wealth


Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel internationally while making a real impact? If so, this opportunity is tailor-made for you.


As a Premier Relationship Manager – Global NRI Wealth, you'll work closely with Non-Resident Indian (NRI) and High-Net-Worth Individuals (HNI), advising them on tailored financial solutions and investment strategies. This isn't your average desk job—you'll be engaging with clients across multiple countries, leading financial literacy sessions, and delivering presentations that truly make a difference.


What You’ll Do:

🌟 Build and nurture relationships with elite NRI and HNI clients, offering personalized financial guidance

🌍 Travel internationally with your team to meet clients, host seminars, and create memorable experiences

📈 Deliver strategic advice across wealth management, investment planning, and financial consultancy

🎤 Conduct financial literacy workshops and speak at events to empower clients with knowledge and insight

💼 Be a part of a global wealth management initiative that combines prestige, performance, and purpose


Why This Role Stands Out:

  1. A rare chance to work with global clientele
  2. Opportunities for international travel and cultural immersion
  3. A role that blends strategy, consulting, and relationship-building
  4. Work in a dynamic, forward-thinking financial institution that values innovation and trust


🔑 Key Performance Indicators (KPIs)

Your success will be measured through:

  1. ✅ Achievement of Sales Acquisition and Revenue Targets
  2. 📊 Growth of Client Portfolio/Book Size
  3. 🌟 Delivery of Exceptional Client Service in line with our quality standards

🧠 Core Competencies & Skills

To thrive in this role, you’ll bring:

  1. 💬 Excellent Communication & Presentation Skills
  2. 💼 A strong grasp of financial markets and products
  3. 🔍 The ability to analyze complex information and explain it with clarity
  4. 🤝 Powerful sales, negotiation, and influencing abilities
  5. 🧠 A passion for consultative relationship management
  6. 🧾 Proficiency in Excel and strong data management capabilities

This role is perfect for someone who enjoys connecting with clients, solving complex financial puzzles, and working in a fast-paced, high-impact environment.


📩 Ready to Elevate Your Career?

If this sounds like you, we’d love to hear from you!


Apply Now

Frequently Asked Questions

What are the eligibility criteria for the Premier Relationship Manager - Global NRI Wealth job at Financial Advisory?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5 years of relevant experience expected for this role.

What are the primary responsibilities of a Premier Relationship Manager - Global NRI Wealth at Financial Advisory?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Premier Relationship Manager - Global NRI Wealth at Financial Advisory.

Is prior experience required for this position?

This role requires around 5 years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Premier Relationship Manager - Global NRI Wealth role at Financial Advisory?

You can apply directly using the Apply Now button on this page, which will take you to Financial Advisory's application process for this role.