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Wealth Management Professional

1 month ago

Coimbatore, Tamil Nadu, India Merito Full time
Job Opportunity

A leading investment bank, Merito, is seeking a skilled Wealth Relationship Manager to join their team. This role is ideal for individuals with a passion for wealth management and a strong desire to build lasting relationships with high net worth clients.

About the Role

As a Wealth Relationship Manager, you will be responsible for managing a portfolio of high net worth clients, providing them with expert advice on investment opportunities and helping them achieve their financial goals. You will work closely with the client servicing team to ensure seamless service delivery and adhere to all regulatory and compliance standards.

Key Responsibilities
  • Building and maintaining strong relationships with high net worth clients
  • Providing expert advice on investment opportunities and helping clients achieve their financial goals
  • Working closely with the client servicing team to ensure seamless service delivery
  • Adhering to all regulatory and compliance standards
  • Generating new business leads through effective networking and relationship building


Requirements

To be successful in this role, you will need to have a strong background in wealth management, excellent communication and presentation skills, and a proven track record of building and maintaining strong relationships with clients. You will also need to have a strong command of English and regional language, as well as a graduate degree. Additionally, you will need to have a strong blend of analytical thinking and operations execution.

What We Offer

As a Wealth Relationship Manager at Merito, you will have the opportunity to work with a leading investment bank, build a strong network of high net worth clients, and develop your skills and expertise in wealth management. We offer a competitive salary and benefits package, as well as opportunities for career growth and development.