High Net Worth Client Manager

1 day ago


Kolkata, West Bengal, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 50,00,000

Job Title: High Net Worth Client Manager

About the Role:

The ultimate face of our business, serving as the primary point of contact with affluent clients.

This role requires a seasoned professional with prior experience in private banking or wealth management to acquire and manage high-net-worth relationships. Key responsibilities include:

  • Designing and implementing personalized financial plans for high-net-worth clients
  • Providing expert advice on investments and managing client portfolios
  • Maintaining strong relationships with existing clients and generating revenue from various investment products
  • Researching and staying up-to-date on market trends and available investment opportunities
Requirements:
  • At least 3-4 years of stability in previous roles
  • Experience in selling various investment products
  • Strong analytical skills and ability to work collaboratively in teams

We offer a dynamic and challenging environment that rewards performance and innovation. If you're passionate about delivering exceptional customer service and driving business growth, we encourage you to apply.



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