High Net Worth Client Strategist

1 day ago

Ambala Bilaspur Haryana Sonipat Sonepat, India beBeeStrategist Full time

Job Summary:

The role of a High-Net-Worth Client Strategist involves creating and maintaining relationships with affluent clients by offering personalized financial solutions, investment products, and wealth management services tailored to their needs.

Key Responsibilities:

  • Develop a portfolio of High-Net-Worth Individuals (HNIs) and provide ongoing support to ensure their financial goals are met.
  • Offer customized banking and investment solutions based on client profiles and risk tolerance.
  • Enhance relationships through the sale of wealth management products like mutual funds, insurance, structured products, and loans.
  • Regularly review client portfolios and monitor their financial objectives.
  • Maintain compliance with internal policies and external regulations while serving clients.
  • Deliver exceptional service standards and promptly address client queries and concerns.
  • Collaborate with internal teams for seamless client experience.
  • Generate new business opportunities through networking, referrals, and market intelligence.
  • Achieve business targets in revenue, client acquisition, and product penetration.

Required Skills and Qualifications:

  • Strong understanding of financial markets and instruments.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment and prioritize tasks effectively.
  • Familiarity with wealth management products and services.
  • Ability to build and maintain strong relationships with clients.

Benefits:

  • Opportunity to work with high-net-worth clients and develop your expertise in wealth management.
  • Collaborative and dynamic work environment.
  • Ongoing training and development opportunities.

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