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Waytogo Consultants logo

Private Banking Relationship Manager

10 - 18 years

20 - 30 Lacs

Bengaluru, Hyderabad, Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Private Banking Financial Advisory HNI Client Handling Wealth Management Ultra Hni burgundy Premier Banking Priority Banking HNI Acquisition privy imperia Investment Advisory Private Wealth Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Private Relationship Manager is responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, offering a comprehensive range of financial services. The role focuses on delivering personalized financial solutions, including investment advice, estate planning, and wealth management, to ensure the clients' financial goals are achieved. Client Relationship Management: Build and maintain strong, long-term relationships with high-net-worth and ultra-high-net-worth individuals. Understand clients' financial goals and risk tolerance and provide personalized financial solutions. Regularly meet with clients to review and update their portfolio and financial goals.

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Waytogo Consultants
Waytogo Consultants
www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    COO

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