Wealth Relationship Manager (6-12 yrs)
Responsible for acquiring and managing client relationships. They should be in a position to offer financial advice and offer services to meet their financial endeavors.
Wealth Manager Responsibilities :
- Passion to acquire new clients
- Good Networking Skills
- Advising clients on financial products and services
- Managing Investments
- Provide Estate Planning solutions
- Conduct regular events for acquiring clients
- Periodic portfolio reviews with clients
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.