Virtual Relationship manager

What you will actually work on 

• Own a book of 100-150 client families, be the first call for any financial question or life event 
• Lead client onboarding, collect goals, constraints, risk appetite, and set clear expectations for the relationship 
• Conduct scheduled review meetings; coordinate with the investment team to prep recommendations beforehand 
• Proactively reach out when market events, portfolio triggers, or client life changes require a conversation 
• Handle queries end to end, resolve directly or coordinate with advisory and ops, and always close the loop 
• Track relationship health: review completion, SIP continuity, response rates, and escalation flags 
• Drive organic growth within existing families, identify hooks across insurance, tax, and estate planning 
• Feed client signals back into product, what questions keep coming up, where clients drop off, what they are confused by

What we are looking for 

• 2–5 years in wealth management, financial advisory, or a client-facing fintech role 
• You have managed a book of clients, you know what it feels like to be responsible for 100 relationships simultaneously, not just one project at a time 
• Naturally proactive, you reach out before clients do, not after 
• Comfortable with numbers but your superpower is people, you can translate a complex portfolio situation into a calm, clear conversation 
• Enough product knowledge to explain a recommendation without handing off to an advisor every time, working familiarity with MF categories, basic asset allocation, and tax implications is sufficient 
• Structured communicator, written and verbal; you document what you commit to 
• High ownership mindset: you treat client outcomes as your responsibility, not a shared one