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I Mates Consultants
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Wealth Relationship Manager

Wealth Relationship Manager

I Mates Consultants

5 - 9 years

0 Lacs

karnataka

Posted:1 month ago| Platform: Shine logo

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Skills Required

relationship management wealth management financial planning client acquisition asset classes advisory

Work Mode

On-site

Job Type

Full Time

Job Description

The Relationship Manager-Wealth is the ultimate face of the business as you are going to be the final point of contact with the client. You will be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. You will be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Ideal Candidates Relationship Managers with prior experience working in a Broking/Private bank/wealth management Co. Handle and manage clients with a minimum investment of Rs 25 Lakhs and above. Experience in advising clients across all asset classes. Candidates must have good vintage in their present as well as previous companies. Candidates should be well experienced in banks, wealth management companies, broking firms or Asset Management centers with good client base.,

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Wealth Relationship Manager