High Net Worth Client Relationship Manager

1 month ago


Thrissur, Kerala, India equentis Full time

Are you a results-driven professional with a passion for building strong relationships and delivering exceptional service? We are seeking an experienced High Net Worth Client Relationship Manager to join our team at equentis.

Job Summary

As a High Net Worth Client Relationship Manager, you will be responsible for managing and growing our high net worth client base. This will involve developing and implementing tailored investment strategies to meet the unique needs of each client, as well as providing ongoing support and guidance to help them achieve their financial goals.

Key Responsibilities
  • Manage and grow our high net worth client base through proactive relationship-building and networking efforts.
  • Develop and implement tailored investment strategies to meet the unique needs of each client.
  • Provide ongoing support and guidance to clients, including regular meetings and progress updates.
  • Work closely with our research team to stay up-to-date on market trends and opportunities.
  • Maintain accurate and detailed records of client interactions and transactions.
Requirements
  • Degree in Finance or related field, or equivalent experience.
  • Minimum 3 years' experience in wealth management or a related field.
  • Proven track record of success in building and maintaining high net worth client relationships.
  • Strong analytical and problem-solving skills, with ability to think critically and strategically.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues alike.
  • Familiarity with relevant financial products and services, including investments, insurance, and estate planning.
Compensation and Benefits

We offer a competitive salary of ₹12,00,000 per annum, as well as a range of benefits including health insurance, retirement savings plan, and paid time off.



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