Senior Client Partner

24 hours ago


Raigarh Bilaspur Uttar Pradesh Bhilai, India beBeeRelationship Full time US$ 60,000 - US$ 1,20,000

About the Role

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The Senior Client Partner will develop and maintain long-lasting relationships with key clients, providing personalized solutions that meet their financial goals. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of client needs.

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Responsibilities

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  • Client Relationship Management: Build and sustain relationships with high-value clients, identifying opportunities to deliver tailored solutions.
  • Needs Assessment: Conduct thorough needs assessments to understand clients' financial objectives and risk profiles.
  • Customized Solutions: Collaborate with internal teams to develop and present customized investment strategies.
  • Financial Planning: Assist clients in creating comprehensive financial plans, including investment planning, retirement planning, estate planning, and tax optimization.
  • Portfolio Management: Oversee portfolio management, making informed investment recommendations and ensuring proper asset allocation.
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Requirements

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The successful candidate will have:

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  • A degree in a relevant field (e.g., finance, business, economics)
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Knowledge of financial products and services
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What We Offer

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We offer a dynamic work environment, opportunities for professional growth, and a competitive compensation package.



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