Co Founder at Pickright Technologies
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Pickright - Relationship Manager - Wealth Management (3-10 yrs)
This is regarding opening with a wealth Management as a Relationship Manager Wealth
Designation : Wealth Manager
Experience : 3+ years of work experience in acquisition of wealth clients HNI, UHNI, family office etc
Grade : Mid to senior level
Industry : BFSI
Division : Wealth Management
NOTE : Individual Contribution
Location : Bangalore
Job role :
- Cross-sell Investment Banking products (structured) with third-party investment products to increase customer wallet share. Comply with KYC/SEBI norms, regulations, and legislation controlling the financial industry.
- To provide financial solutions to high-net-worth individuals in accordance with their risk-reward preferences.
- Maintain high service standards by being completely transparent, trustworthy, and honest.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
