Senior Wealth Management Specialist

1 day ago

Bhopal, Madhya Pradesh, India beBeeRelationship Full time ₹ 30,00,000 - ₹ 50,00,000

Job Title: Senior Wealth Management Specialist

Key Responsibilities:
  • Identify and onboard High Net Worth (HNW) customers into the premium program, providing exceptional service to increase relationship profitability.
  • Cross-sell relevant products and services to enhance customer experience and wallet share.
  • Acquire new HNW relationships through referrals, networking, and proactive outreach.
Requirements:
  • Strong sales and influencing skills with a focus on building rapport and trust with HNW customers.
  • In-depth knowledge of banking products, processes, and regulatory requirements.
  • Excellent communication and organizational skills with ability to work independently and as part of a team.
  • Proven track record in portfolio management, sales, and customer service.
Benefits:
  • Opportunity to work with high-profile clients and build a network of influential relationships.
  • Competitive compensation package and benefits.
  • Professional development opportunities to enhance skills and knowledge.
What We Offer:
  • A dynamic and supportive work environment that fosters growth and collaboration.
  • A comprehensive training program to ensure success in the role.
  • The opportunity to make a meaningful impact on our clients' financial lives.

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