High Net Worth Relationship Manager

7 days ago


Thiruvananthapuram, Kerala, India beBeeWealthStrategist Full time ₹ 17,00,000 - ₹ 28,00,000
Job Title:

Wealth Strategist

Job Description:

As a successful Wealth Strategist, you will be responsible for managing high-value client relationships and driving growth through our Private Banking services. Key responsibilities include identifying new business opportunities, developing customized investment strategies, and delivering exceptional service to clients.

Key Responsibilities:
  • Build long-term relationships with affluent clients and grow their wealth through tailored financial solutions.
  • Develop and implement effective wealth management strategies that meet clients' goals and risk tolerance.
  • Collaborate with clients to understand their needs and preferences, providing personalized support and guidance.
  • Maintain accurate records of client interactions and transactions.
Requirements:
  • Minimum 2 years of experience in wealth management or a related field.
  • Strong knowledge of financial markets, economic trends, and investment products.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to work independently and manage complex client requirements.
Benefits:

The successful candidate will have the opportunity to work with a leading financial institution, receive comprehensive training and support, and enjoy a competitive compensation package.



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