Investment Relationship Manager

5 days ago


Mumbai, Maharashtra, India Triventure Services Private Limited Full time
Job Summary:

The Investment Relationship Manager plays a vital role in building and maintaining strong relationships with high net-worth clients, providing personalized investment advice and strategies to help them achieve their financial objectives.

About the Position:
  • Bachelor's degree in Finance, Economics, or related field.
  • Minimum 5 years of experience in investment advisory, portfolio management, or a related field.
  • Proven track record of delivering exceptional results and building strong client relationships.
  • Strong analytical and problem-solving skills, with ability to communicate complex ideas clearly.
  • Ability to stay up-to-date with industry developments and best practices.

Responsibilities:
  1. Build and maintain strong relationships with high net-worth clients, providing personalized investment advice and strategies.
  2. Analyze clients' financial information and develop customized investment plans to meet their goals and risk tolerance.
  3. Collaborate with internal teams to provide seamless service delivery and ensure timely execution of plans.
  4. Maintain accurate records and reports to track progress and ensure compliance with regulatory requirements.
  5. Stay up-to-date with industry developments and best practices to maintain expertise and drive innovation.


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