High Net Worth Client Advisor

3 days ago

Udaipur Jodhpur Jaipur, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 20,00,000
Financial Services Specialist

We are seeking a highly skilled and experienced Financial Services Specialist to join our team.

  • Key Responsibilities:
  • Address the financial needs of high net worth individuals, including banking, insurance, and wealth management services.
  • Achieve sales targets through effective relationship management and product placement.
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Provide personalized service to ensure client satisfaction and retention.
  • Manage customer portfolios to minimize risk and maximize returns.
  • Maintain accurate records and reporting as required by regulatory bodies.

About This Opportunity:

  • This is an exciting opportunity for a talented professional to join our team and make a meaningful contribution to our success.
  • The ideal candidate will be a self-starter with excellent communication and interpersonal skills.
  • We offer a competitive salary and benefits package, as well as opportunities for career growth and development.

Requirements:

  • Bachelor's degree in Finance or related field.
  • Minimum 5 years' experience in financial services.
  • Strong understanding of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

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