Wealth Relationship Management Director

4 days ago


Mumbai, Maharashtra, India beBeeFinancial Full time US$ 38,444

Job Opportunity: Director of Wealth Relationship Management

About the Role

This leadership position plays a pivotal role in driving financial growth, developing client relationships, and delivering comprehensive financial solutions to enhance the bank's wealth management capabilities.

Main Responsibilities
  • Clients Relationship Development
  • Wealth Management Services Provision
  • Fostering long-term partnerships with high-net-worth individuals and families
  • Providing customized wealth management solutions based on client needs and goals
  • Offering expert advice on investment, retirement, and estate planning strategies

The ideal candidate will possess:

  • Experience in relationship management, people leadership, retail banking operations, and mentoring
  • A Bachelor's degree in Business or Finance, or related field, with an MBA preferred for advanced knowledge

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