Financial Portfolio Specialist

23 hours ago


Ahmedabad, Gujarat, India beBeerelationship Full time US$ 90,000 - US$ 1,20,000
Relationship Manager

An individual responsible for cultivating and maintaining a portfolio of high net worth clients, delivering personalized financial solutions to meet their wealth management needs.

Key Responsibilities:

  • Clients Relationship Management:
    • Build and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs
    • Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions
  • Wealth Management Solutions:
    • Recommend and sell a range of financial products and services tailored to individual client needs
    • Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice
  • Business Development:
    • Identify potential affluent clients through various channels, including referrals, networking, and market research
    • Develop and execute strategies to acquire new affluent clients and grow the portfolio size

Requirements:

  • Bachelor's degree in finance, economics, business, or a related field
  • Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service
  • Strong knowledge of financial products, investment strategies, and wealth management solutions


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