Affluent Client Liaison Specialist

7 days ago


Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

High-Value Relationship Expertise

We are seeking a seasoned professional to build and foster long-term relationships with affluent clients. The ideal candidate will provide personalized wealth management solutions tailored to their unique needs and aspirations.

Main Responsibilities:

  • Nurture trust-based relationships with high net worth individuals (HNI)
  • Develop customized wealth management strategies
  • Stay up-to-date on market trends, investment products, and financial strategies
  • Collaborate with a skilled team to deliver exceptional client experiences
  • Drive growth by acquiring new clients and deepening existing relationships

Requirements:

  • 4-10 years of experience in Wealth Management, Private Banking, or Relationship Management
  • Demonstrated track record of managing HNI/affluent client portfolios
  • Strong understanding of financial markets, investment products, and client advisory
  • Excellent interpersonal and communication skills
  • Potential to thrive in a dynamic and fast-paced environment

About Our Company:

We are committed to delivering outstanding client experiences through our team of experienced professionals.



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