Wealth Relationship Manager - Leading Bank

Updated: May 09, 2024 10:46 PM GMT

AV GLOBAL ADVISORY SERVICES

Pathanamthitta, Kerala

Role : Affluent Relationship Manager

Location: Vytilla,Thrissur,Panampilly Nagar,Cochin,Kallai

Job Description
• Serve as a dedicated single point of contact for HNWI clients
• Portfolio management
• Review individual account relationships to determine the banking and investment needs of clients
• Identify the risk profile of the customer
• Identify potential investment products for clients
• Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
• Leverage product experts to generate product specific investment ideas for clients
• Ensure proper documentation for smooth transaction execution and customer service
• Ensure advisory processes are consistent with defined compliance norms
• Prepare KYC reports of client
• Build knowledge on available products
• Coordinate with IAG/Product/research group
•... More Detail