Expert Wealth Strategist

2 days ago


Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000
Private Banking Professional

We are seeking a highly skilled Private Banking professional to join our team. This role is instrumental in acquiring high net worth clients and building strong relationships with them.

This position involves selling investment and insurance products to private banking clients, with the goal of generating fee income.

Responsibilities:

  • Acquire new high net worth clients through entrepreneurial efforts.
  • Nurture and manage end-to-end customer relationships for private banking clients by providing wealth solutions that meet their needs.

Required Skills:

The ideal candidate should have a deep understanding of wealth management products and a strong client base in the banking and financial domain.

They should also have at least 10 years of experience as a relationship manager, branch manager, or regional head in the banking sector.



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