Posted By
Posted in
Banking & Finance
Job Code
1514055
Relationship Manager - Private Wealth
- Analyze financial information from clients to develop strategies aligned with their financial objectives.
- Monitor financial market trends to ensure client portfolios remain responsive and optimized.
- Drive growth in AUM/Book Size through effective client acquisition and portfolio management.
- Achieve targets related to client acquisition and revenue generation via investment products.
- Expand business by acquiring and managing high-net-worth clients (HNWIs).
- Conduct mandatory client meetings to update them on market trends and investment strategies.
- Review and analyze client portfolios, providing necessary recommendations.
- Suggest suitable financial products based on client needs and market conditions.
- Assess customer risk appetite and tailor investment solutions accordingly.
- Provide timely updates and reports to the immediate superior.
- Develop and implement client-centric strategies to ensure long-term financial success.
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Posted By
Posted in
Banking & Finance
Job Code
1514055