Manage a small set of relationships end-to-end, ensuring high-quality service delivery.
Interact with senior-level clients from day one, providing expert advice and guidance.
Develop and maintain strong relationships with existing clients to increase business growth.
Identify new business opportunities and expand the client base.
Collaborate with internal teams to deliver comprehensive solutions to clients.
Stay up-to-date with industry trends and regulatory changes to provide informed advice.

Job Requirements
Minimum 2 years of experience in wealth management or a related field.
Robust knowledge of financial products and services, including investment planning and portfolio management.




Excellent communication and interpersonal skills, with the ability to build strong relationships.
Ability to work in a quick-paced environment and meet deadlines.
Solid analytical and problem-solving skills, with attention to detail and accuracy.
Any graduate degree is required.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Client Advisory Manager Bengaluru
🏢 Fin@Work Wealth Services
📍 Bengaluru