Wealth Management Specialist

1 week ago


Alleppey, Kerala, India beBeePrivateBanker Full time ₹ 17,00,000 - ₹ 25,10,000
About the Role

The successful candidate will be responsible for selling Investment, Insurance, and other bank products to Private Banking clients, thereby generating fee income.

This role is crucial in acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients and building strong relationships with them.

Key responsibilities include:

  • Identify and acquire new high net worth clients.
  • Develop an entrepreneurial mindset to drive business growth.
  • Nurture and manage end-to-end customer relationships for private customers, providing comprehensive banking solutions that meet their wealth management needs through various products offered by the bank.

A strong client base and in-depth understanding of wealth management products are essential. If you have relevant experience and a client base, you may be the ideal candidate for this position.

Note: We are looking for candidates from the banking and financial domain who are currently working as Relationship Managers, Branch Managers, or Regional Heads with over 10 years of experience.


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