Relationship Manager/Senior Relationship Manager/Wealth Manager/Senior

1 - 6 years

5 - 15 Lacs

Posted:1 month ago| Platform: Naukri logo

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Skills Required

mf sales/insurance/equity/financial advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Advise high-net-worth individuals on investment strategies, financial planning, and asset allocation, while also focusing on building and maintaining strong client relationships to achieve revenue targets.

Required Candidate profile

Candidate should typically involves a strong foundation in finance, relevant experience, and key skills like, communication, and client relationship building, with industry certifications.

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Unified Vision Capital logo
Unified Vision Capital

Financial Services

New York