Private Wealth Strategist

3 days ago


Jamnagar, Gujarat, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,12,50,000

About the Role

We are seeking a professional to acquire High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients and establish long-term relationships with them.

This role is instrumental in generating fee income by selling Investment and Insurance products to Private Banking clients.

Responsibilities:

  • Acquire new Private Banking clients through targeted marketing efforts.
  • Maintain a strong understanding of wealth management products to provide solutions to clients' banking needs.
  • Nurture and manage end-to-end customer relationships for Private Customers by fulfilling all their banking needs through wealth solutions provided by the bank.

Required Skills:

A strong client base with in-depth knowledge of Wealth Management products is essential for this role.

Candidates with 10+ years of experience in Banking and Financial services, currently working as Relationship Manager, Branch Manager, or Regional Heads, are encouraged to apply.



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