Senior Wealth Manager

2 days ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
Job Opportunity: Relationship Manager

About the Position:

The ultimate face of the business, you will be the final point of contact with clients. Your responsibility will be to acquire High Net Worth relationships and manage & retain them by delivering the best standards of services.

Key Responsibilities:

  • Acquiring preferred clients (Affluent & Super Affluent)
  • Maintaining client relationships and generating AUM from preferred clients
  • Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio
  • Deepening the wallet from existing clients
  • Tracking the Affluent & Super Affluent Client segment in the market for new client acquisition

Requirements:

  • Experience working in a Private Bank/Wealth Management setup
  • Minimum Investment amount of Rs 1 Cr and above
  • Experience advising clients across asset classes
  • Strong analytical skills and ability to work in teams
  • At least minimum tenure of 3-4 yrs. of stability in present as well as previous companies

Preferred Skills:

  • Selling of products: Mutual Funds, PMS, Structured Products

What We Offer:

Competitive compensation package and opportunities for growth and development.

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