Job Description
Job Description
Summary:
As a Relationship Manager (RM) – Client Acquisition, you will play a pivotal role in transforming qualified digital leads into long-term, high-value wealth management clients. Operating under the guidance of a Wealth Manager, you will serve as the primary point of contact for prospects, driving the full client journey from initial engagement to onboarding and beyond.
This role combines consultative sales, relationship-building, and advisory support to deliver personalized financial solutions through mutual fund recommendations. By leveraging digital lead sources—such as website inquiries, marketing campaigns, strategic partnerships, and referrals—you will establish trust, address client concerns, and guide prospects toward informed investment decisions.
The position is designed as a strategic career launchpad for aspiring Wealth Managers, offering hands-on experience in clie...
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