Consultant at Value Tree Consulting
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Relationship Manager - Banking (6-13 yrs)
A Multi-National Bank, which established its India Unit recently, is looking to recruit Wealth Managers who can acquire new customers and manage the existing client relationships.
- Providing high net worth clients with banking services as well as Financial Planning and Investment Management.
- Efficiently and actively managing client portfolios with focus on asset allocation according to risk profiling of clients. Will be required to sell bank's own as well as referral products to the bank's customer base.
- Ability to build and retain strong advisor-client relationship
- Updated knowledge of investment instruments, financial markets & social and political conditions affecting the financial markets
- Being new to India, the team recruited now will have immense opportunity for fast track growth into larger roles.
- Minimum work experience required is 6 years of which 3 years should be with a bank.
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