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Wealth Strategy Consultant
2 weeks ago
The role of a Relationship Manager involves building and maintaining strong relationships with High Net Worth (HNW) clients, providing high-quality wealth management services, and ensuring that every client receives customized financial strategies aligned with their goals.
Key Responsibilities:
- Establish and maintain strong relationships with HNW clients through effective communication, empathy, and understanding of their financial needs.
- Convert qualified leads into managed portfolios by identifying investment opportunities across Mutual Funds, Equity, and Wealth Management products.
- Advise clients on investment strategies to achieve their financial objectives, monitor and review client portfolios to ensure consistent performance, and collaborate with internal teams to deliver seamless wealth advisory services.
Required Skills and Qualifications:
- Bachelor's/Master's degree in Finance, Commerce, Economics, or related field.
- 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
- Proven track record of handling HNW clients and converting leads.
Benefits:
This role offers a dynamic and challenging work environment where you can grow your career and develop your skills. As a Relationship Manager, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.
Others:
At our organization, we are committed to helping our employees achieve their full potential and providing them with the tools and resources they need to succeed. If you are a motivated and results-driven individual who is looking for a new challenge, please submit your application.
