High Net Worth Client Strategist

19 hours ago


Bengaluru, Karnataka, India nucleo Full time
Job Overview

We are seeking a highly skilled High Net Worth Client Strategist to join our team at Nucleo. As a key member of our wealth management division, you will be responsible for managing and growing client relationships by providing comprehensive financial planning and investment management services.

Your primary focus will be on assisting clients in achieving their wealth goals, particularly as they pertain to fundraising initiatives. You'll help navigate financial decisions, build personalized investment portfolios, and monitor these portfolios to adapt to changing market conditions.



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