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Wealth Relationship Manager (1-3 yrs)
V-Konnect Associates
posted 27d ago
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Job Description
As a Relationship Manager :
- Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals .
- Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.
- Client Acquisition and Onboarding :
- Identify potential HNI/UHNI clients and develop strategies for client acquisition.
- Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.
Functional Areas: Other
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