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wealth manager

4 weeks ago

Mumbai, Maharashtra, India Randstad Full time

• Build and manage a B2C portfolio of clients
• Plan and manage new account onboarding process, asset transfers and other account servicerequests
• Building a strong and trusting relationships as well as maintaining continued strongcommunication with a personalized advisory approach.
• Conduct in-depth reviews to identify personal and financial needs of our clients anddeliver tailored wealth management to your clients.
• Build continuous AUM (assets under mana