Chief Client Advocate

3 days ago

Raipur, Chhattisgarh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Job Opportunity:

The primary objective of this role is to function as the key liaison between our organization and high net worth clients.

This position involves developing, maintaining, and expanding relationships with affluent individuals, driving growth in their financial portfolios through expert investment advice and portfolio management services. The successful candidate will be expected to possess strong analytical skills, ability to work collaboratively within a team environment, and prior experience working in private banking or wealth management set-ups.

  1. Sourcing high net worth clients and establishing long-term relationships with them
  2. Collaborating with product teams to devise customized investment strategies tailored to each client's needs
  3. Maintaining ongoing communication with clients, ensuring they are well-informed about market trends and available investment opportunities

Additionally, the ideal candidate should have expertise in advising clients across various asset classes, possess excellent interpersonal skills, and demonstrate a capacity for critical thinking.

We seek an individual with significant tenure in their current and previous roles (a minimum of 3-4 years) who can bring valuable insights to our team and contribute to the achievement of our objectives. If you are a dedicated professional looking to make a meaningful impact in the world of finance, we encourage you to apply for this exceptional opportunity.

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