Senior Affluent Wealth Relationship Manager

3 days ago

Ellore, Andhra Pradesh, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000
Job Description

We are seeking a Senior Affluent Wealth Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals and families.

You will work closely with clients to understand their financial goals and provide tailored investment solutions to meet their needs. This will involve conducting regular reviews of client portfolios, identifying new opportunities, and implementing strategies to grow assets under management.

The ideal candidate will have a strong understanding of financial markets and products, excellent communication and interpersonal skills, and the ability to manage complex client requirements. You will also have a minimum of 3 years' experience in current account acquisition, product and processes, trade and forex, and other current account related products.

Required Skills and Qualifications
  • Strong knowledge of financial markets and products
  • Excellent communication and interpersonal skills
  • Ability to manage complex client requirements
  • Minimum 3 years' experience in current account acquisition, product and processes, trade and forex, and other current account related products
Benefits

This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will have the chance to develop your skills and advance your career. You will also have access to ongoing training and development programs to ensure you stay up-to-date with the latest industry trends and best practices.

Others

We offer a competitive salary and benefits package, including medical insurance, retirement savings plan, and generous paid time off. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this role.

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