Client Partnerships Specialist

8 hours ago

bangalore, India beBeeRelationship Full time

Job TitleWe are seeking a highly skilled Client Partnerships Specialist to join our team.This role will involve building strong relationships with affluent clients by identifying and capitalizing on investment opportunities that align with their financial goals.The successful candidate will be responsible for maintaining existing client relationships, generating assets under management from preferred clients, and advising clients on their investments and overall financial portfolios.In addition, the Client Partnerships Specialist will track the affluent client segment in the market for new business opportunities and conduct research to stay up-to-date on available investment opportunities and financial market trends.Key Responsibilities:Maintain client relationships and generate AUM from preferred clients.Advising clients on their Investments and managing their overall financial portfolio.Track the Affluent & Super Affluent Client segment in the market for new client acquisition.Research and investigate available investment opportunities/financial market trends to determine whether they fit into clients portfolios.What You Will Do:Coordinate with product and research teams to take investment decisions for clients.Conduct and assist in organizing seminars, workshops and other business development activities.Requirements:Excellent communication and interpersonal skills.Able to work effectively in a team environment.Strong analytical and problem-solving skills.Ability to adapt to changing priorities and deadlines.Benefits:Competitive salary and bonus structure.Ongoing training and professional development opportunities.A dynamic and supportive work environment.About Us:We are a leading provider of investment services.We offer a range of products and services designed to meet the needs of affluent clients.

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