Treasures Relationship Manager

Roles and Responsibilities :

• Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business.
• Identify new business opportunities through networking, referrals, and market research.
• Develop and maintain a deep understanding of clients' financial goals, risk tolerance, and investment preferences.
• Provide tailored solutions using various products such as Burgundy Relationship Manager, Privy Relationship Manager, etc.

Job Requirements :

• 6-13 years of experience in wealth management or related field.
• Strong knowledge of HNI sales principles and practices.
• Excellent communication skills for building strong relationships with clients.