Senior Relationship Strategist

7 days ago


Hyderabad Secunderabad Telangana Chennai Bengaluru Bangalore, India beBeeRelationship Full time US$ 15,00,000 - US$ 20,00,000

Job Title: Senior Relationship Strategist

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  • As a key member of our high-net-worth team, you will be responsible for acquiring and managing relationships with affluent clients.
  • You will design and implement personalized financial plans to meet the unique needs of our clients, ensuring they receive expert advice and guidance.
  • Working closely with our team of relationship managers, you will handle client acquisition and retention, helping to grow our portfolio of high-net-worth clients.
  • Key responsibilities include maintaining strong client relationships, generating new business opportunities, and supporting our teams in delivering exceptional client service.
  • Additionally, you will track market trends, research new investment opportunities, and collaborate with our product and research teams to inform investment decisions.
  • Finally, you will contribute to organizing seminars, workshops, and other business development activities to help drive growth and success.

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