Senior Wealth Management Professionals
15 hours ago
Job Opportunity at Leading Bank
About the Role:
We are seeking experienced professionals to fill the position of Senior Wealth Management Professionals. This is an exciting opportunity to join our team and contribute to the growth of our wealth management business.
Key Responsibilities:
- Acquire, retain, and deepen portfolio to maximize sales performance and achieve revenue targets through liability products (Current/Savings/Term deposits), wealth management products.
- Act as a dedicated single point of contact/trusted advisor for 80-100 affluent/HNWI client relationships.
- Review individual account relationships to determine the banking and investment needs of clients.
- Identify potential investment products for clients.
- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e., equities, fixed income, alternate products, etc., and bank-related products & services.
Requirements:
- Demonstrated experience in wealth management or a related field.
- Strong customer relationship management skills.
- Able to acquire clients around specific product offerings.
- Strong verbal and structured communication skills.
- Ability to work independently with minimal supervision.
What We Offer:
- A competitive estimated salary of ₹35 lakhs per annum.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
About Us:
Leading Bank is a leading financial institution committed to providing innovative solutions to our customers. We are passionate about delivering exceptional service and building long-term relationships with our clients.
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