Senior Relationship Strategist

13 hours ago


Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 22,50,000

The ideal candidate for this role is a seasoned professional with experience in Private Banking, skilled in relationship management and financial planning. As the primary point of contact, you will be responsible for building strong relationships through proactive communication and tailored advice.

Key Responsibilities:
  1. Identify high net worth clients and develop personalized financial plans to meet their needs
  2. Prioritize building strong relationships through effective communication and expert advice

Requirements:

  • Proven experience working with Private Banking clients
  • Demonstrated expertise in relationship management and financial planning
  • Excellent communication and interpersonal skills
Benefits:

This role offers a unique opportunity to grow professionally and make a significant impact in client relationships. You will have the chance to work closely with high net worth individuals and develop strategic financial plans to meet their needs.



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