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Experienced Investment Advisor

2 weeks ago

Dehra Dūn, Uttarakhand, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

We are seeking a highly skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing personalized financial planning, and delivering exceptional customer service.

  • Develop and maintain relationships with high net worth clients to increase revenue and retain existing business.
  • Analyze client needs and provide customized financial solutions to meet their goals.
  • Collaborate with product teams to develop and implement investment strategies that meet client objectives.
Requirements:
  • At least 2 years of experience in private banking or wealth management.
  • Strong analytical skills and ability to work with minimum investment amount of Rs 1 Cr and above.
  • Excellent communication and interpersonal skills to build strong relationships with clients.
Responsibilities:
  • Acquire new clients through referrals and networking events.
  • Manage client portfolios and make recommendations to optimize returns.
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients.