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Private Wealth Relationship Manager | Leading Bank
Waytogo Consultants
Mumbai
Not Disclosed
0 - 5 Years
Full Time - Permanent
Views:113
Applicants:0
Posted on 9 Dec, 2024
In Office
Job Description | Responsibilities
-
Build and maintain long-term relationships with HNW and UHNW clients.
Understand clients’ financial goals, risk tolerance, and preferences to provide tailored advice.
Conduct regular portfolio reviews and update clients on market trends and performance.Develop customized wealth
Overview
- Industry - HR / OD / L&D / Training / Counselling / Coaching Firms
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Relationship Executive / Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Marketing and Sales Knowledge.
Good Decision-Making Abilities.
Creativity. ...
Negotiation Skills.
Interpersonal Skills.
Customer Service Support.
