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Client Relationship Lead

Client Relationship Lead

360 ONE WealthPune, Republic Of India, IN
12 hours ago
Job description

Role Overview :

An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Key Responsibilities :

  • Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
  • Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
  • Facilitate digital onboarding and guide clients through their digital investment journey
  • Deepen client relationships to increase wallet share and long-term engagement

Requirements :

  • 5+ years of experience in private banking or wealth management
  • Strong product knowledge and understanding of HNW client needs
  • Excellent communication, relationship management, and advisory skills
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    Client Relationship Lead • Pune, Republic Of India, IN

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