Wealth Relationship Manager

Job description

•Client first approach with focus on providing the right solution

•Make financial plan by deep understanding of the Client's financial needs, risk profile

•Effectively network

•Acquire new business

•Represent the Organization and reflect its values

Required Candidate profile

-3 to 4+ yrs relevant exp in Wealth Management -RM/Financial Planning/Product

-CFP/Financial planning a must

-Exp in wealth mngt of HNIs

-Knowledge of Financial Markets, Products

-Relationship Mngt