High Net Worth Client Relationship Manager

6 days ago

Pune, Maharashtra, India beBeeClientAdvocate Full time ₹ 4,00,000 - ₹ 8,00,000
Job Description

The role involves building strong, long-lasting connections with clients and delivering exceptional customer experience.

  • The Client Advocate collaborates with internal teams to ensure the delivery of comprehensive financial solutions and achieves business objectives.

Key Responsibilities:

  • Establish and maintain relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs.
  • Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions.
  • Conduct regular portfolio reviews and financial health check-ups to assess clients' financial performance and make necessary adjustments.
Required Skills and Qualifications
  • Bachelor's degree in finance, economics, business, or a related field.
  • Proven experience as a Client Advocate, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service.
  • Strong knowledge of financial products, investment strategies, and wealth management solutions.
  • Excellent communication and interpersonal skills to establish and maintain client relationships effectively.
  • Analytical mindset with the ability to assess clients' financial situations and recommend suitable solutions.
Benefits

As a Client Advocate, you will have the opportunity to work closely with internal teams, including relationship managers from other divisions, wealth specialists, credit officers, and customer support, to deliver comprehensive and seamless services to clients.

  • Collaborate with product specialists, marketing, and other teams to enhance product offerings and improve client acquisition and retention.
  • Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice.

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