High Net Worth Relationship Specialist

2 days ago

Hyderabad Secunderabad Telangana, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 28,00,000

As a High Net Worth Relationship Specialist, you will be the primary point of contact for affluent clients and play a crucial role in acquiring and managing their financial relationships. Your expertise will help deliver exceptional client experiences, ensuring that they receive tailored advice and tailored solutions to meet their complex financial needs.

To excel in this position, you will require strong analytical skills, excellent communication abilities, and experience in advising high net worth individuals on various investment opportunities. You should also possess the ability to work effectively within a team and contribute to building strong client relationships.

The ideal candidate will have a minimum of 3-4 years of stability in their current and previous companies, with a proven track record of generating revenue through the sale of investment products such as mutual funds, PMS, and structured products. They will also be able to demonstrate expertise in asset allocation, risk management, and portfolio optimization.

Roles and Responsibilities:
  • Acquire new high net worth clients by leveraging your network and providing personalized service.
  • Develop and maintain strong relationships with existing clients, growing their portfolios through strategic investments and regular reviews.
  • Conduct market research to stay up-to-date on investment trends and identify opportunities for clients.
  • Collaborate with internal teams to develop and implement customized investment plans.
  • Coordinate seminars, workshops, and other business development activities to promote the company's services and products.

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