High Net Worth Client Relationship Specialist

1 day ago

Navi Mumbai, Maharashtra, India beBeeRelationship Manager Full time ₹ 8,00,000 - ₹ 12,00,000

Job Overview

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This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.

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The ideal candidate will have:

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  • A minimum of 5 to 8 years of experience in Wealth Management or a related field.",""
  • Knowledge of mutual funds, PMS, AIF, structured products, banking & NRI products, business banking, personal banking, and investments.",""
  • Excellent communication and interpersonal skills with the ability to work effectively with clients and internal stakeholders.",""
  • Ability to analyze complex financial data and develop strategic solutions for clients.",""
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Responsibilities

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  • Build and maintain strong, profitable client relationships across Wealth Management.",""
  • Develop and implement customized financial plans for clients based on their goals, risk tolerance, and investment objectives.",""
  • Provide ongoing portfolio monitoring and rebalancing services to ensure optimal performance and alignment with client goals.",""
  • Collaborate with cross-functional teams, including product specialists, sales, and operations, to deliver exceptional client experiences.",""
  • Stay up-to-date on industry trends, market conditions, and regulatory requirements to provide informed guidance to clients.",""
  • Contribute to the development and implementation of business strategies to drive growth and revenue expansion within Wealth Management.",""
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Requirements

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  • ",""
  • Minimum 5 to 8 years of experience in Wealth Management or a related field.",""
  • Strong knowledge of financial markets, instruments, and regulations.",""
  • Excellent communication, interpersonal, and problem-solving skills.",""
  • Ability to work effectively in a fast-paced environment and adapt to changing priorities and deadlines.",""
  • Proficiency in financial planning software and systems.",""
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