High Net Worth Client Relationship Specialist

3 days ago

Hubli, Karnataka, India beBeeRelationship Full time ₹ 1,70,000 - ₹ 2,80,000

Job Title: Affluent Wealth Relationship Manager

We are seeking a highly skilled and experienced professional to join our wealth management team. The successful candidate will be responsible for managing relationships with affluent clients, providing them with exceptional service and support.

The ideal candidate will have a strong understanding of financial markets and economic trends, excellent communication and interpersonal skills, and the ability to manage complex client requirements. They will also have a good understanding of current accounts, trade and forex, CMS and asset products.

The role will involve:

  • Managing relationships with affluent clients to meet their financial needs and provide exceptional service
  • Developing and maintaining a deep understanding of clients' financial situations and providing tailored solutions
  • Building and maintaining strong relationships with internal stakeholders, including branch banking teams, operations, product teams, and treasury departments
  • Staying up-to-date with industry trends and developments to provide expert advice to clients
  • Working closely with customers to understand their needs and preferences and provide personalized service

The successful candidate will have:

  • A minimum of 3 years' experience in current account acquisition, product and processes, trade and forex, and other current account related products
  • A strong understanding of financial markets and economic trends
  • Excellent communication and interpersonal skills
  • A good understanding of current accounts, trade and forex, CMS and asset products

This is an exciting opportunity for a motivated and experienced individual to contribute to the success of our wealth management business. If you are a results-driven professional with a passion for delivering exceptional customer service, we would like to hear from you.

Key Responsibilities:

  • To develop and maintain a deep understanding of clients' financial situations and provide tailored solutions
  • To build and maintain strong relationships with internal stakeholders
  • To stay up-to-date with industry trends and developments

Requirements:

  • A minimum of 3 years' experience in current account acquisition, product and processes, trade and forex, and other current account related products
  • A strong understanding of financial markets and economic trends
  • Excellent communication and interpersonal skills

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