Wealth Management Executive

4 weeks ago


Mumbai, Maharashtra, India Team Geek Solutions Private Limited Full time
Wealth Management Opportunities

Are you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing expert investment advice to help them grow their wealth.

Key Responsibilities:
  • Manage and deepen the financial portfolios of existing high net worth clients, providing expert investment advice to help them achieve their financial goals.
  • Collaborate with the research and financial planning teams to provide customized investment advice to affluent clients.
  • Acquire and advise new high net worth clients from our existing client base, leveraging your knowledge and expertise to build strong relationships and grow our business.

Requirements:
  • Prior experience in wealth management, private banking, or a related field with a proven track record of success.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and trends.
  • Excellent communication and presentation skills, with the ability to build strong relationships with high net worth clients and colleagues alike.


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