High Net Worth Relationship Manager

Financial Services ProfessionalAffluent business caters to high net worth individuals with customizable wealth management, personal banking, and business lending solutions.About the RoleThe relationship manager will nurture client relationships through continuous engagements and risk profiling.The RM will identify potential customers and provide customized...

Job Title: Financial Relationship ManagerThe role of a Financial Relationship Manager is to build and maintain strong relationships with high net worth clients, providing them with personalized financial solutions and services.This position requires excellent communication and interpersonal skills, as well as the ability to understand the financial needs and...

Role & responsibilitiesDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking...

Job Description for Relationship ManagerSUMMARY: -The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be...

Job Title: Client Relationship ManagerWe are seeking a skilled and dynamic Client Relationship Manager to join our team. As a key member of our Wealth Advisory department, you will be responsible for building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and delivering high-quality wealth management services.Key...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

We are seeking a qualified wealth manager to join our team and support the financial wellbeing of our clients.The ideal candidate will have a certified qualification in wealth management or financial planning, as well as a pre-existing client book of high net worth individuals.Key responsibilities include building strong relationships with clients, providing...

Burgundy Relationship manager 9-19 yrs About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management personal banking and business lending solutions It gives a highly personalized services with an expertise driven approach of an investment house...

About this RoleThis role is instrumental in acquiring high net worth and ultra high net worth clients, building long-term relationships with them.Key responsibilities include:Acquiring new business by identifying and approaching potential private banking clients.Fulfilling all their banking needs through wealth solutions such as assets under management,...