
Strategic Wealth Manager
10 hours ago
Wealth managers play a vital role in acquiring affluent and super-affluent clients, maintaining relationships, and generating assets under management.
- To advise affluent and super-affluent clients on their investments and manage their overall financial portfolio.
- To deepen client wallets by cross-selling products and services.
- To track the affluent and super-affluent client segment in the market for new client acquisition opportunities.
The primary goal is to provide exceptional wealth management services to clients.
Key Responsibilities:- Advise clients on investment strategies and manage their financial portfolios.
- Cross-sell products and services to deepen client relationships.
- Identify new client acquisition opportunities in the affluent and super-affluent client segment.
- Minimum 3-5 years of experience in private banking or wealth management.
- Good vintage in present and previous companies with a minimum tenure of 3-4 years of stability.
- Experience handling and managing clients with a minimum investment amount of Rs.1 Cr and above.
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Wealth Strategist
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Strategic Regional Manager
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Strategic Relationship Manager
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Strategic Product Management Expert
6 hours ago
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Director of Strategic Finance
2 days ago
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Strategic Project Coordinator
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Assistant Manager
3 weeks ago
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Strategic Employee Relations Professional
8 hours ago
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