Job Overview:

We are looking for a Senior Relationship Manager to join our team in Tirupati, Andhra Pradesh. In this role, you will be responsible for managing relationships with high net-worth clients and providing them with personalized wealth management services.

Job Details:

The Senior Relationship Manager will be focused on understanding clients' financial goals, developing tailored investment strategies, and ensuring client satisfaction by delivering exceptional service.

Responsibilities:

• Build and maintain relationships with high net-worth clients
• Develop personalized investment plans based on clients' financial objectives
• Monitor and review clients' portfolios regularly
• Provide financial advice and guidance to clients
• Collaborate with internal teams to deliver comprehensive wealth management solutions

Requirements:

• Bachelor's degree in Finance, Business, or related field
• Minimum of 5 years experience in wealth management or financial advisory
• Strong understanding of investment products and financial markets
• Excellent communication and interpersonal skills

Benefits:

• Competitive salary and bonus structure
• Comprehensive health and wellness benefits
• Professional development opportunities

Other Details:

This position requires a valid Series 7 and Series 63 licenses. The successful candidate will be based in Tirupati, Andhra Pradesh and will have the opportunity to work with a dynamic team in a fast-paced environment.

We welcome applicants who are passionate about wealth management and are eager to make a positive impact on our clients' financial success. Join us in Tirupati, Andhra Pradesh and be part of a rewarding career in the finance industry!