
Wealth Relationship Specialist
2 weeks ago
We are seeking skilled professionals to join our Wealth Management team in a challenging role focused on developing and maintaining high-value client relationships.
Key Responsibilities:
- Establish trust with clients, understanding their financial goals and preferences.
- Collaborate with cross-functional teams to design tailored solutions enhancing client satisfaction and AUM.
- Develop strategic partnerships with key stakeholders to drive business growth.
Requirements:
- Minimum 4 years of experience in wealth management with a proven track record of managing high-net-worth client relationships.
- Post Graduate/MBA degree or equivalent from a reputable institution.
- AMFI certification and knowledge of Mutual Funds is highly valued.
Benefits:
- Opportunity to work with a leading SEBI Registered Investment Advisory firm.
- Professional growth and development opportunities.
What We Offer:
- Competitive salary package.
- Comprehensive benefits program.
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