
Strategic Partnership Specialist
6 hours ago
As a Strategic Partnership Specialist, you will be the primary point of contact for high net worth clients. This role requires building strong relationships by delivering exceptional service, designing financial strategies, and providing expert guidance.
Key Responsibilities:- Acquire and manage high-value clients, focusing on affluent and super affluent individuals.
- Maintain existing client relationships and generate assets under management (AUM) through various investment products.
- Advise clients on their investments and manage their overall financial portfolios.
- Research and stay up-to-date on available investment opportunities and market trends.
- 3-4 years of experience in a Private Bank or Wealth Management setup.
- Selling skills and ability to handle clients with significant investment amounts.
- Strong analytical skills and teamwork abilities.
- Product knowledge: Mutual Funds, PMS, Structured Products.
- Analytical and problem-solving skills.
This is an excellent opportunity to work with high-net-worth individuals and help them achieve their financial goals. If you have a passion for building relationships and providing top-notch service, we encourage you to apply for this challenging and rewarding role.
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