Relationship Manager

About the Role

Stocktick Capital is looking for an ambitious Wealth Management Relationship Manager to join our team. This role offers hands-on exposure across the complete spectrum of wealth advisory and portfolio management.

It is designed for individuals who are keen to build expertise in financial planning, investment research, portfolio management, client servicing, and business development within wealth management. The selected candidate will work directly with experienced professionals and gain practical exposure to the financial services industry.

Key Responsibilities

• Support portfolio management, asset allocation, and investment research activities.
• Assist with financial planning, risk profiling, and wealth preservation strategies.
• Analyse market trends, mutual funds, equities, PMS, and other financial instruments.
• Identify investment opportunities and prepare research notes.
• Participate in client meetings, prepare portfolio review reports, and present investment insights.
• Support compliance, documentation, and operational processes.
• Contribute to client acquisition and business development initiatives.
• Maintain accurate data, reports, and internal MIS using MS Excel.

Eligibility / Who Should Apply

• MBA in Finance preferred.
• CWM (Chartered Wealth Manager), CFP, or relevant wealth management and financial markets certifications are preferred.
• Candidates with a strong interest in wealth management, financial planning, and capital markets are encouraged to apply.

Preferred Skills

• Strong analytical and numerical aptitude.
• Deep interest in financial markets and wealth management.
• Good communication and interpersonal skills.
• Proficiency in MS Excel.
• Knowledge of financial modelling and investment research tools is an advantage.
• High ownership, integrity, and a strong learning mindset.

Why Join Stocktick Capital?

• Gain practical exposure to real-world wealth management.
• Work on live client portfolios.
• Learn directly from seasoned financial professionals.
• Receive exposure to HNI and affluent client advisory.
• Build your career in a strong learning and growth-oriented environment.

How to Apply

Please send your resume to stocktickhr@gmail.com

Subject Line: Application for Wealth RM - Stocktick Capital