Relationship Manager

Job Requirements: 5+ years’ experience in private wealth management, financial advisory, or private banking Proven success in client acquisition, portfolio growth, and relationship retention

We are seeking an experienced and client-focused Relationship Manager to join AAMIL Asset Management Ltd. The Relationship Manager will be responsible for building and managing a portfolio of high-net-worth clients, providing them with comprehensive financial advice, investment strategies and estate planning solutions. 

Key Responsibilities:

• Develop, manage and grow a portfolio of high-net-worth clients, leveraging both existing relationships and new business development.

• Transition and retain your current client book under the firm’s platform, ensuring a smooth and compliant migration.

• Deliver tailored financial and investment advice aligned with each client’s goals, risk appetite and life stage.

• Develop comprehensive wealth management strategies, including investment planning, retirement solutions, tax efficiency and estate structuring.

• Actively source and convert new client opportunities through networking, referrals, strategic partnerships and industry events.

• Monitor portfolio performance and market trends, making proactive recommendations and adjustments.

• Work closely with internal specialists to deliver integrated, multidisciplinary financial solutions.

• Maintain strict adherence to regulatory, compliance and ethical standards in all client interactions.
• Expertise in developing high-net-worth client portfolios through business development and relationship management
• In-depth knowledge of investment products, financial planning, and wealth structurin