Wealth Relationship Manager
7 days ago
We are hiring for Wealth Relationship Manager for a leading broking firm.
Designation: Wealth Relationship Manager
Experience: 6 – 8 years relevant work experience in a Wealth management/Private Banking platform
Industry: BFSI
Location: Mumbai/Delhi/Pune/Chennai/Hyderabad/ Pune/Ahmedabad
Job Role:
• Based on a thorough analysis of their profile, a complete wealth creation, preservation, and enhancement plan was put into action for private clients.
• Introduce current clients to the group's product line, which includes mutual funds, PMS/AIF strategies, structures, direct equity, alternate assets, unlisted prospects, and loan and asset solutions for consumers and businesses.
• Work together with the research and product teams to offer solutions that are specific to the investment profiles of customers. routine review of client portfolios in accordance with established procedures and/or due dates.
• Provide clients with information and guidance on financial services, investment opportunities, and risks.
• To accomplish the aim, cultivate relationships with potential new clients.
Interested candidate can share CV on shivani@thepremierconultants.com
#relationship #sales #businessdevelopment #HNI #UHNI #ultraHNI #U-HNI #wealth #wealthmanagement #mutualfund #AIF #alternateinvestment #PMS #Equity #newclient #clientportfolio #clientmanagemanagement #investment #portfolio
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