Private Banking - Wealth Relationship Manager
Talchemy Solutions
- Posted: 3 weeks ago
- Openings: 10
- Applicants: 0
Job Description
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized financial solutions and investment advice.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing clients by understanding their needs and preferences.
- Collaborate with internal teams to ensure seamless delivery of services such as PMS, mutual fund sales, etc.
Job Requirements :
- 5-20 years of experience in private banking or related field.
- Strong knowledge of HNIs, PMS, mutual funds, investment products, and wealth management strategies.
- Excellent communication skills for building strong relationships with clients.
More Info
Education
Any Graduate
Not Disclosed
Required Skills
Private Banking
Mutual funds
wealth management
HNI
PMS
investment products
pm
Relationship management
Contact Details
Talchemy Solutions
+91 987654567
info@newalchemysolutions.com
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