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High Net Worth Client Advisor
2 weeks ago
Job Title: Wealth Relationship Manager
Location: Andheri
About the Role
We are seeking an experienced Wealth Relationship Manager to join our team at Triventure Services Private Limited.
The successful candidate will be responsible for analyzing client financial information, developing and implementing effective investment strategies, and providing expert advice on financial products.
Responsibilities
- Develop and maintain strong relationships with high net worth clients through regular meetings and updates.
- Analyze client financial information to identify areas for improvement and develop tailored investment strategies.
- Identify new business opportunities and expand existing relationships with clients.
- Collaborate with internal teams to provide comprehensive financial solutions to clients.
- Stay up-to-date with industry trends and developments to ensure the highest level of expertise.
Requirements
- Minimum 5 years of experience in wealth management or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Bachelor's degree in Finance, Economics, or related field.
Working with Us
At Triventure Services Private Limited, we offer a competitive salary package, comprehensive health insurance, and retirement savings plan.
We believe in fostering a collaborative and dynamic work environment that promotes career growth and professional development.
