Website:
cinnamongroup.co
Job details:
Company Description Cinnamon Wealth is part of Cinnamon Group, which is focused on building culturally sensitive and scalable pathways to financial independence, with a strong emphasis on economic enrichment for individuals, families, and communities. The group offers a holistic suite of services, including wealth management, asset management, business advisory, private equity, and social impact solutions. These services are designed to align financial growth with long-term purpose, legacy preservation, and sustainable impact. Cinnamon’s leadership team has managed over USD 50Bn in assets globally across regions such as the USA, Middle East, London, India, Singapore, and Africa, bringing deep expertise from leading financial institutions. This global experience supports innovative investment strategies and client-centric advisory for diverse markets.
Role Description The Senior Relationship Manager is a full-time on-site role based in Coimbatore, responsible for managing and growing a portfolio of high-net-worth and emerging affluent clients. The role involves understanding client goals, conducting regular portfolio reviews, and providing tailored wealth management, investment, and protection solutions from Cinnamon’s product suite. The Senior Relationship Manager will be expected to source new clients through networking, referrals, and market research, while nurturing long-term relationships through proactive communication and high-quality service. Daily activities include coordinating with internal product, research, and operations teams, preparing client proposals and reports, ensuring regulatory and compliance standards are met, and tracking performance against individual and team targets. The role also includes contributing to strategic initiatives, supporting financial literacy and impact-focused programs, and representing Cinnamon Wealth at client events and industry forums.
Qualifications
- Strong relationship management and client advisory capabilities, with experience serving high-net-worth or affluent clients in wealth management, private banking, or financial services.
- Solid understanding of investment products, portfolio management, risk management, and financial planning, including exposure to alternative investments and private markets.
- Ability to conduct market research, analyze client portfolios, prepare presentations and reports, and communicate complex financial concepts in a clear and accessible manner.
- Excellent interpersonal, negotiation, and communication skills, with a collaborative approach to working with cross-functional teams and senior leadership.
- Proven track record of business development, target achievement, and relationship-based sales, ideally in a fast-paced, impact-oriented financial environment.
- Bachelor’s degree in Finance, Economics, Business, or a related field; advanced certifications such as CFP, CFA, or equivalent are an advantage.
- High ethical standards, strong attention to detail, and a commitment to inclusive, non-discriminatory client engagement and long-term impact.
- Willingness to work on-site in Coimbatore, with flexibility to attend client meetings and events as required.
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