Wealth Management Manager (Chennai)

Wealth Management Manager (Chennai)

12 Oct
|
Optimum Solutions
|
Chennai

12 Oct

Optimum Solutions

Chennai

Roles and Responsibilities :

- Manage a team of wealth managers to achieve business targets and goals.

- Develop and implement effective strategies for acquiring high net worth individuals (HNIs) as clients.

- Oversee the entire customer lifecycle, from onboarding to retention, ensuring exceptional service delivery.

- Analyze market trends and competitor activity to identify opportunities for growth.

Job Requirements :

- 8-16 years of experience in banking or financial services industry with expertise in wealth management.

- Proven track record of success in acquiring HNI clients through relationship building and sales efforts.

- Robust project management skills with ability to prioritize tasks effectively and meet deadlines.

📌 Wealth Management Manager (Chennai)
🏢 Optimum Solutions
📍 Chennai

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