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Financial Growth Strategist

2 weeks ago

Vadodara Ahmedabad Surat, India beBeeWealth Full time US$ 60,000 - US$ 1,20,000
Job Title

Relationship Wealth Manager

About the Role

This is a key position that requires exceptional skills and experience in wealth management.

  • We are seeking a seasoned professional to manage our wealth portfolio and provide top-notch service to our clients.
Key Responsibilities

The successful candidate will be responsible for:

  • Managing banking and investments relationships to drive overall growth of liabilities and investment business from branch/retail customers.
  • Developing, managing, and expanding customer relationships by delivering a service level that exceeds client expectations of most important customer segments.
  • Identifying current and potential relationships with additional revenue potential and growing business volumes for a larger share of customer wallets.