High Net Worth Relationship Manager

2 weeks ago


Mumbai, Maharashtra, India beBee Careers Full time

Job Role: High Net Worth Relationship Manager

As a key member of the Privilege Wealth Management team, you will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNI) and Ultra HNI clients. Your goal will be to increase Assets Under Management (AUM) from these valued clients through personalized investment advice and portfolio management.

Main Duties:

  • Develop and implement tailored investment strategies for HNI/Ultra HNI clients, focusing on long-term wealth growth and preservation.
  • Stay ahead of the competition by monitoring market trends, analyzing investment options, and identifying new opportunities for client growth.
  • Work closely with internal teams to provide expert investment guidance and ensure seamless execution of business objectives.
  • Promote business growth and engagement through strategic events, seminars, and workshops.
  • Lead the Privilege Wealth Management SBU, driving operational efficiency and excellence.

Essential Qualifications:

  • Minimum 5 years of experience in Financial Services/Banking.
  • Postgraduate degree in Business Administration (M.B.A./PGDM) or equivalent.


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