High Net Worth Relationship Manager

3 days ago

Gurgaon, Haryana, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Affluent Client Strategist

As the ultimate ambassador of our organization, you will be the primary point of contact with clients.

Key Responsibilities:
  • Acquire and manage High Net Worth relationships by delivering exceptional service standards.
  • Establish strong ties with clients by designing and implementing their financial plans.
  • Ensure clients receive and execute on the right advice.

The ideal candidate will have prior experience in a wealth management set up and possess excellent communication skills to handle clients with a minimum investment amount of Rs 25 Lakhs and above. They should also have experience in advising clients across all asset classes and cross-selling PMS, AIF, Mutual Funds.

Candidates with good vintage in their present and previous companies are preferred.

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