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Workoid Consultants
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Client Manager For a boutique wealth management firm

Client Manager For a boutique wealth management firm

Workoid Consultants

3 - 8 years

15 - 25 Lacs

bengaluru

Posted:2 days ago| Platform:

Apply

Skills Required

portfolio management relationship management client servicing hni client handling hni wealth management portfolio pms investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

You will serve as a strategic relationship partner to our clients
You will be accountable for deepening client engagement, elevating the quality of advisory dialogue & expanding the relationship depth across families we serve.

Required Candidate profile

4+ yrs yrs of exp in client management, wealth management, or financial services. Prior exp in managing HNI/UHNI clients preferred.

Perks and benefits

5 days workingRegular Working Hours

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Client Manager For a boutique wealth management firm