Ultimate Client Experience Specialist

4 days ago

Bengaluru, Karnataka, India beBeeClient Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Preferred Client Manager

The Preferred Client Manager is the primary point of contact for clients, responsible for establishing and maintaining long-term relationships with affluent and super-affluent individuals. The ideal candidate will have prior experience working in private banking or wealth management, with a strong analytical mindset and excellent communication skills.

Key Responsibilities:

  • Acquire and manage preferred client relationships
  • Generate revenue through the sale of investment products
  • Advise clients on their investments and manage their overall financial portfolios
  • Deepen wallet share from existing clients
  • Stay up-to-date with market trends and research new investment opportunities

Requirements:

  • Minimum 3-4 years of stability in current/previous companies
  • Experience advising clients across asset classes
  • Strong analytical skills and ability to work in teams
  • Good understanding of financial markets and investment products

What We Offer:

  • A challenging and rewarding role in a dynamic industry
  • Opportunities for professional growth and development
  • A competitive compensation package

Kindly submit your application for further consideration.

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