Senior Client Advocate

2 days ago


Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Preferred Relationship Manager

The ultimate goal of a Preferred Relationship Manager is to be the primary point of contact for clients and establish long-term relationships by delivering exceptional service standards. The role involves acquiring high net worth clients and managing their financial portfolios to meet their investment goals.

Key Responsibilities:

  • Acquire and manage high net worth client relationships
  • Develop and implement tailored financial plans for clients
  • Deliver expert advice on investment opportunities and portfolio management
  • Maintain strong communication with clients to ensure satisfaction and loyalty

Requirements:

  • 3-4 years of experience in private banking or wealth management
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Excellent communication and interpersonal skills

Benefits:

  • Opportunity to work with high net worth clients and build long-term relationships
  • Chance to develop and implement creative financial solutions
  • Competitive salary and benefits package

Other Opportunities:

  • Professional development and training
  • Collaboration with cross-functional teams
  • Continuous learning and growth opportunities


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