High Net Worth Private Banker

2 days ago

Chennai, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000
Private Wealth Manager Role

The ideal candidate will be responsible for managing high net worth relationships, ensuring seamless service delivery and driving revenue growth through strategic product offerings.

Main Responsibilities:
  • Identify and manage affluent clients by conducting comprehensive profiling to offer bespoke financial solutions.
  • Analyze client portfolios for performance and profitability, making informed investment decisions.
  • Support business development initiatives in the HNI space, contributing to the company's growth.
Required Skills and Qualifications:
  • MBA / PGDBA / PGPM or equivalent degree with a focus on finance.
  • Professional certifications such as AMFI, NISM, and IRDA are highly desirable.

This role requires strong expertise in financial markets, asset management, and relationship-building skills. Interested candidates should have excellent communication and analytical abilities.

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