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Financial Relationship Strategist

1 month ago


Delhi, Delhi, India Leading Bank Full time

Leading Bank is seeking a Financial Relationship Strategist to join its team. This role offers a competitive salary of $120,000 - $180,000 per year, depending on experience.

Job Description

We are looking for a skilled and experienced professional to manage relationships with affluent clients and help them achieve their financial goals. As a Financial Relationship Strategist, you will be responsible for:

  1. Acquiring, retaining, and deepening client relationships to maximize sales performance and achieve revenue targets.
  2. Acting as a dedicated single point of contact for clients, providing personalized advice and guidance on their financial needs.
  3. Reviewing individual account relationships to determine the banking and investment needs of clients.
  4. Identifying potential investment products for clients and offering Wealth Management Solutions across various asset classes.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A strong understanding of financial markets and investment products.
  • Excellent communication and relationship-building skills.
  • The ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
Benefits

As a Financial Relationship Strategist at Leading Bank, you can expect:

  • A comprehensive compensation package, including a base salary and bonuses.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.
Others

Please note that all applications will be reviewed confidentially, and we are an equal opportunities employer.