Lead Wealth Strategist

3 days ago

Pune, Maharashtra, India beBeeRelationship Full time ₹ 90,00,000 - ₹ 1,50,00,000

Unlock Your Potential as a Relationship Manager

 

We are seeking an exceptional individual to join our team as a Relationship Manager. This role requires you to establish and maintain strong relationships with high net worth clients, providing them with tailored financial solutions that meet their unique needs.

 

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  • Acquire and retain high value clients through exceptional service delivery
  • Develop and implement comprehensive financial plans for clients
  • Provide expert advice on investments and manage client portfolios
  • Grow existing client relationships and expand their financial scope
  • Stay up-to-date on market trends and research new investment opportunities
  • Collaborate with product and research teams to deliver customized solutions
  • Plan and execute business development activities to drive growth

 

Requirements:

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  • Prior experience in private wealth management or a related field is essential

 

What We Offer:

 

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  • A dynamic work environment that fosters growth and innovation

 

Why Choose Us:

 

This is an exciting opportunity to join a forward-thinking organization that values expertise and customer satisfaction.

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