CLIENT ENGAGEMENT ASSOCIATE / MANAGER

🚨 WE ARE HIRING | CLIENT ENGAGEMENT ASSOCIATE / MANAGER

📍 Location: Jaipur, Rajasthan

💼 Experience: 2–6 Years

🎓 Qualification: Graduate / Postgraduate

🏢 Industry: Wealth Management / Financial Services

Job Description

We are looking for a dynamic and relationship-driven professional to join a growing boutique wealth advisory firm in Jaipur.

The ideal candidate should have experience engaging with High-Net-Worth Individuals (HNIs/UHNIs), generating their own leads, building strong client relationships, and managing client acquisition and onboarding.

Key Responsibilities

✅ Build and manage relationships with HNI/UHNI clients.

✅ Generate leads through personal networks, referrals, corporate events, premium communities, and professional associations.

✅ Manage the complete client acquisition and onboarding process.

✅ Coordinate KYC, documentation, and account setup.

✅ Develop referral partnerships with corporates, RWAs, clubs, and other networks.

✅ Maintain a strong sales pipeline and achieve AUM-linked business targets.

Required Experience

Candidates from the following backgrounds are encouraged to apply

• Luxury Real Estate Sales
• Home Loans / LAP / LAS
• Mutual Funds / Wealth Management / IFA
• Insurance Sales – HNI Clients
• Luxury Automobile Sales
• Corporate Sales / Institutional Sales

Must-Have Skills

• Direct HNI/UHNI client engagement and onboarding experience.
• Proven ability to independently generate and convert leads.
• Excellent communication, networking, and relationship management skills.
• Understanding of financial products and investments is an added advantage.

What We Offer

🚀 Direct exposure to founders and senior advisors.

📈 Performance-linked earning potential.

🌟 Long-term career growth toward Principal Advisor and Partner.

📩 Interested candidates can apply by sharing their updated CV.

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