Relationship Manager Wealth Management Indian Wealth Management

  • company name Indian Wealth Management
  • working location Office Location
  • job type Full Time

Experience: 3 - 3 years required

Pay:

Salary Information not included

Type: Full Time

Location: Ahmedabad

Skills: Trust, Integrity, Passion, Pragmatic Solutions, proactive approach

About Indian Wealth Management

Job Description

You will need to build a strong understanding of a client's risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family, or corporates. The qualities expected of a Relationship Manager include trust, integrity, and passion in meeting your clients" investment objectives by managing their portfolio well. You are also expected to provide pragmatic solutions to resolve evolving complexities in asset classes and identifying the best financial solutions. A proactive approach is essential on your part in spotting market opportunities on behalf of your clients to meet their investment needs.,