Senior Financial Services Professional

1 week ago


Belgaum, Karnataka, India beBeeWealth Full time ₹ 1,70,000 - ₹ 2,84,000
Affluent Wealth Relationship Manager Job Description

This position involves managing high net worth clients and delivering exceptional customer service to meet their financial needs.

  • Meet or exceed individual business targets, including revenue growth, client acquisition, and retention.
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Create and implement personalized financial plans tailored to the needs of each client.
  • Provide regular portfolio updates and reviews to clients.
  • Collaborate with internal teams for seamless delivery of services.
Key Requirements:
  • Minimum 2 years of experience in wealth management or a related field.
  • Strong understanding of financial markets, products, and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
Preferred Qualifications:
  • Wealth management experience preferred.
  • Insurance experience and retail relationship management expertise are beneficial.
Functional/Industry Knowledge:
  • Knowledge of industry trends and financial instruments.
  • Understanding of CA, Trade & Forex, CMS, and Asset products - CC, OD, TL, Export Finance.


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