Job Overview
As a Relationship manager for a Leading wealth Management company,you will be responsible for develop the relationships with clients.Provide exceptional customer service and ensuring that clients are satisfied with their investment . You will be the bridge between the company & Clients
1) Provide portfolio management advise & guide the client to ensure the investments are in line with their goals.
2) Servicing existing clients with the support of client servicing team.
3) Analyze market trends and make recommendations to clients on portfolio adjustments.
4) Adhering to all regulatory, statutory, and corporate compliance standards.
5) Strong blend of analytical thinking and operations execution.
6) Effectively networking across markets and generating potential business leads.
Looking for a candidate with 6+ Years of experience in Wealth management service & candidate should have strong communication and presentation skills. Must be graduate and have great command over English with regional language. Candidate with experienced in portfolio management with any bank or wealth management companies can be an ideal fitment.