Relationship Wealth Manager

0 - 4 years

2 - 7 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

-Identify & source potential high net-worth clients through networking, referrals & marketing initiatives
-Conduct assessments to understand client financial goals, risk tolerance, and investment horizon-Establish strong relationships with clients

Required Candidate profile

-Regularly review client portfolios and make necessary adjustments to align with financial objectives-Monitor investment performance & provide clients with detailed reports on their portfolio status

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