
Strategic Client Manager
4 days ago
We are seeking a dynamic and results-driven Relationship Specialist to join our team. As a key member of our Wealth Management Department, you will be responsible for building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services.
The ideal candidate will have a proven track record of handling HNI clients and converting leads into managed portfolios. You will work closely with internal teams to deliver seamless wealth advisory services and ensure that every client receives customized financial strategies aligned with their goals.
- Key Responsibilities:
- Build and maintain strong relationships with HNI clients.
- Convert qualified leads into managed portfolios.
- Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products.
- Monitor and review client portfolios to ensure consistent performance.
Requirements:
To succeed in this role, you will need a Bachelor's/Master's degree in Finance, Commerce, Economics, or a related field. A minimum of 2-3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory is also required. Strong communication and interpersonal skills, as well as the ability to understand client needs and provide appropriate investment solutions, are essential.
What We Offer:
As a Relationship Specialist at Ikashi Wealth, you will have the opportunity to work in a dynamic and growth-oriented environment. You will receive comprehensive training and support to help you achieve your career goals. In addition, you will have access to cutting-edge technology and tools to enhance your productivity and efficiency.
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