
Client Relationship Specialist
5 days ago
We are seeking an experienced Client Relationship Specialist to join our team. As a key member of our Relationships Department, you will be responsible for engaging with high net worth individuals and providing exceptional wealth management services.
Job Responsibilities:- Establish and maintain strong relationships with clients to understand their financial goals and objectives.
- Convert qualified leads into managed portfolios by advising on investment opportunities across mutual funds, equity, and wealth management products.
- Monitor and review client portfolios to ensure consistent performance and provide recommendations for improvement.
- Collaborate with internal teams to deliver seamless wealth advisory services and ensure an exceptional client experience.
- Bachelor's/Master's degree in finance, commerce, economics, or a related field.
- Minimum 2-3 years of experience in wealth management, mutual funds, equity, or financial advisory.
- Proven track record of handling high net worth clients and converting leads into managed portfolios.
- Develop and execute customized investment strategies for clients.
- Provide ongoing portfolio monitoring and analysis to optimize performance.
- Maintain accurate records of client interactions and portfolio performance.
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Client Relationship Specialist
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Key Account Relationship Specialist
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Sales Relationship Specialist
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