Senior Relationship Manager - Wealth Manager Job in Scripbox

Role: Senior Relationship Manager Wealth Manager

Location: Chennai

Experience Required: 6 8 Years

Job Type: Full-Time

About Scripbox

Founded in 2012, Scripbox is India s leading Digital Wealth Management platform. Our mission is simple: to demystify investing using technology, data, and science. With a customer-first approach, we guide individuals through their investment journey, helping them build wealth and achieve long-term financial goals.

Why Join Us?

• Be a Change-Maker: Join a company that s transforming wealth management through technology and innovation.
• Drive Real Impact: Play a strategic role in scaling a high-growth business channel.
• Collaborate & Innovate: Be part of a team that thrives on ownership, collaboration, and continuous learning.
• Empower Financial Futures: Help clients make confident, informed decisions about their wealth.
• Grow Your Career: We invest in our people your growth matters as much as our success.

Role Overview

As a Senior Relationship Manager Wealth Manager, you ll manage a portfolio of high-net-worth clients, delivering personalized financial advice and wealth planning. You ll also lead and mentor a team of Junior and Trainee Relationship Managers, helping them excel while contributing to strategic business growth.

Key Responsibilities

Client Portfolio Management

• Serve as the lead advisor for a portfolio of HNI clients, offering tailored investment strategies.
• Conduct deep-dive financial planning, goal-based asset allocation, and risk profiling.
• Handle complex financial situations, guiding clients through volatile markets and critical decisions.

Team Leadership

• Coach and mentor Junior and Trainee RMs, promoting a high-performance, client-first culture.
• Conduct regular feedback sessions and performance reviews.
• Ensure adherence to Scripbox s standards of credibility, reliability, and trust.

Business Growth & Strategy

• Drive growth in Net AUA by deepening relationships and securing referrals.
• Initiate and implement strategies to enhance client experience and operational processes.
• Represent Scripbox at client events, industry forums, and thought leadership platforms.

Who We re Looking For

Experience & Qualifications

• 7+ years in wealth management or a related financial advisory role.
• Proven experience in team management or mentoring roles.
• Bachelor s degree (Finance/Economics preferred).
• Advanced certifications such as CFP or CFA Level 2/3 are highly preferred.

Skills & Competencies

• Strong expertise in financial planning, mutual funds, portfolio structuring, and client engagement.
• Exceptional communication and relationship-building skills.
• High emotional intelligence and empathy, with the ability to earn trust and build lasting client relationships.
• Strategic thinking with a sharp focus on growth, efficiency, and team excellence.

Career Path

This role offers clear growth opportunities into Regional Manager and senior leadership roles within Scripbox s Wealth Management division.