- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop solid relationships with existing clients to increase retention rates and upsell/cross-sell third-party products.
- Collaborate with internal teams to ensure seamless delivery of services, including portfolio management, trading, and settlement.
Job Requirements :
- 1-10 years of experience in private banking or wealth management industry.
- Strong understanding of HNIs' needs and preferences for customized financial planning.
- Excellent communication skills for effective relationship-building with clients.
- Proficiency in selling third-party products such as mutual funds, insurance policies, etc.
📌 Wealth Manager (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru
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