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70 Way To Go Consulting Jobs

Private Banking Relationship Manager

10-18 years

Hyderabad / Secunderabad, Bangalore / Bengaluru, Mumbai

1 vacancy

Private Banking Relationship Manager

Way To Go Consulting

posted 8d ago

Job Description

The Private Relationship Manager is responsible for managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, offering a comprehensive range of financial services. The role focuses on delivering personalized financial solutions, including investment advice, estate planning, and wealth management, to ensure the clients' financial goals are achieved.


  1. Client Relationship Management:
    • Build and maintain strong, long-term relationships with high-net-worth and ultra-high-net-worth individuals.
    • Understand clients' financial goals and risk tolerance and provide personalized financial solutions.
    • Regularly meet with clients to review and update their portfolio and financial goals.



Employment Type: Full Time, Permanent

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Strict timing
Monday to Saturday
No travel
Day Shift
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Way To Go Consulting Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Free Food
Education Assistance +6 more
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