Job Description
Job Summary
Candidates who are in their 'second innings' (returning to the workforce, changing careers, etc.) for a Relationship Manager role, for the Mass Affluent Segment will be responsible for providing personalized financial advice and services to clients in the mass affluent category. This role is focused on building and managing long-term relationships with clients, understanding their financial needs, and offering tailored wealth management solutions to help clients achieve their financial goals.
Job Description
Key Responsibilities:
Candidates who are in their 'second innings' (returning to the workforce, changing careers, etc.) for a Relationship Manager role, for the Mass Affluent Segment will be responsible for providing personalized financial advice and services to clients in the mass affluent category. This role is focused on building and managing long-term relationships with clients, understanding their financial needs, and offering tailored wealth management solutions to help clients achieve their financial goals.
Job Description
Key Responsibilities:
- Client Relationship Management:
- Build, manage, and deepen relationships with mass affluent clients (clients with investable assets ranging from 25 L)
- Regularly meet clients to assess their financial objectives and provide advice on investment strategies, retirement planning.
- Develop personalized wealth management plans based on...
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