Relationship Manager
4 days ago
Job Title: Relationship Manager Wealth Management
Seeking a client-focused Relationship Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management.
Key Responsibilities
- Manage and strengthen relationships with high-net-worth clients.
- Understand clients financial goals and provide suitable investment, advisory, and banking solutions.
- Collaborate with product specialists to deliver comprehensive wealth strategies.
- Proactively identify new business opportunities and drive portfolio growth.
Qualifications
- Experience in wealth management, private banking, or financial advisory.
- Strong communication and client-relationship skills.
- Solid understanding of investment products i.e. Mutual fund , PMS, AIF , Fixed Deposit and Insurance .
Interested candidates please share their resume
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