Job Overview:

We are seeking a Senior Wealth Relationship Manager to join our team in Hassan, Karnataka. In this role, you will be responsible for managing high net-worth client relationships and providing personalized financial advice and services.

Job Details:

The Senior Wealth Relationship Manager will work closely with clients to understand their financial goals, develop customized investment strategies, and ensure the growth and protection of their wealth.

Responsibilities:

• Build and maintain strong relationships with high net-worth clients
• Create tailored financial plans based on client goals
• Monitor and adjust investment portfolios as needed
• Provide ongoing financial guidance and support
• Collaborate with internal teams to deliver comprehensive wealth management solutions

Requirements:

• Bachelor's degree in Finance or related field
• Series 7 and 63 licenses
• Proven track record of success in wealth management
• Excellent communication and interpersonal skills

Benefits:

• Competitive salary and bonuses
• Comprehensive health and wellness benefits
• Professional development opportunities

Other Details:

This position offers a unique opportunity to work with a diverse client base in Hassan, Karnataka. The ideal candidate will have a passion for helping clients achieve their financial goals and a strong commitment to excellence in wealth management.

We look forward to receiving your application and welcoming a dedicated Senior Wealth Relationship Manager to our team in Hassan, Karnataka.