High Net Worth Investment Manager

1 day ago


Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 14,08,000 - ₹ 25,16,000

As a seasoned investment professional, you will be responsible for cultivating relationships with high-net-worth clients, expanding their wealth portfolios and providing expert guidance on strategic financial decisions.

About the Opportunity
  • Identify and pursue new affluent clientele opportunities
  • Maintain strong partnerships with high net worth individuals and families
  • Develop customized investment strategies tailored to meet client objectives
  • Conduct market research and stay informed on industry trends and developments
Requirements
  • 3-5 years of experience in wealth management or private banking
  • A proven track record of building and maintaining high-value client relationships
  • Strong knowledge of financial markets, instruments and products
  • Excellent communication and interpersonal skills


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