High Net Worth Client Relationship Manager

4 days ago


Anand, Gujarat, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Job Title: Wealth Manager

An affluent relationship manager is required to acquire and maintain strong relationships with high net worth clients.

Key Responsibilities:
  • Conduct market research to identify potential affluent clients and create strategies to acquire them.
  • Maintain existing client relationships, increase their assets under management, and enhance wallet share.
  • Offer personalized investment advice to clients and manage their overall financial portfolio.
  • Monitor the affluent client segment in the market for new business opportunities.
Requirements:
  • A minimum of 3-5 years of experience in private banking or wealth management.
  • Strong track record in previous roles with a minimum tenure of 3-4 years.
  • Proven ability to handle high net worth clients with investments exceeding Rs.1 Cr.


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