06 Aug
|
Somet Consulting
|
Noida
06 Aug
Somet Consulting
Noida
-Identify & source potential high net-worth clients through networking, referrals & marketing initiatives
-Conduct assessments to understand client financial goals, risk tolerance, and investment horizon
-Establish solid relationships with clients
Required Candidate profile
-Regularly review client portfolios and make necessary adjustments to align with financial objectives
-Monitor investment performance & provide clients with detailed reports on their portfolio status
📌 Relationship Wealth Manager (Noida)
🏢 Somet Consulting
📍 Noida