Senior and Mid level Wealth Relationship Managers

Job Description Role Overview: As a Senior or Mid-level Wealth Relationship Manager at Centrum India in Ahmedabad, your main responsibility will be managing client portfolios, providing financial advice, creating investment strategies, and nurturing client relationships. Key Responsibilities: - Manage client portfolios effectively - Provide financial advice to clients - Develop investment strategies based on client needs and market trends - Maintain strong relationships with clients Qualification Required: - Strong knowledge of Wealth Management, Investment Banking, relationship management, and Lending - Excellent interpersonal and communication skills - Ability to analyze financial data and trends - Sales and client relationship management skills - Experience in the financial services industry - Professional certifications such as CFA, CFP, or equivalent are a plus - Post Graduate degree in Finance, Economics, or related field Job Description Role Overview: As a Senior or Mid-level Wealth Relationship Manager at Centrum India in Ahmedabad, your main responsibility will be managing client portfolios, providing financial advice, creating investment strategies, and nurturing client relationships. Key Responsibilities: - Manage client portfolios effectively - Provide financial advice to clients - Develop investment strategies based on client needs and market trends - Maintain strong relationships with clients Qualification Required: - Strong knowledge of Wealth Management, Investment Banking, relationship management, and Lending - Excellent interpersonal and communication skills - Ability to analyze financial data and trends - Sales and client relationship management skills - Experience in the financial services industry - Professional certifications such as CFA, CFP, or equivalent are a plus - Post Graduate degree in Finance, Economics, or related field