Executive Client Advisor

2 weeks ago


Chennai, Tamil Nadu, India beBeeRelationship Full time ₹ 30,00,000 - ₹ 50,00,000
High Net Worth Client Relationship Manager
Job Overview:

A seasoned professional is required to manage high net worth individual (HNI) client relationships, leveraging excellent financial acumen, business advisory skills, and relationship-building abilities.


Key Responsibilities:
  • Develop deep understanding of clients' situations, goals, risk appetite, and lifestyle needs to acquire, build, and deepen relationships.
  • Create suitable global asset allocation strategies and recommend opportunities across asset classes – domestic and offshore.
  • Maintain optimal portfolio performance by monitoring, benchmarking, and reviewing client portfolios.
  • Collaborate with multiple teams to ensure seamless experiences and provide solutions through in-house & external domain partners.
  • BUILD Strong relationships by understanding various investment and family office related needs and offer tailored solutions.

Requirements:

The ideal candidate will possess a proven track record of increasing assets under advisory, wallet share, and achieving growth in relationships managed or acquired. Strong analytical, communication, and interpersonal skills are essential for this role.


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