Job Overview:

We are seeking a Senior Relationship Manager to join our team in Faridkot, Punjab. In this role, you will be responsible for managing a portfolio of high net-worth clients and providing them with personalized financial solutions.

Job Details:

The Senior Relationship Manager will be the primary point of contact for clients, understanding their financial goals, and recommending investment strategies to help them achieve their objectives.

Responsibilities:

• Build and maintain strong relationships with clients
• Develop customized financial plans based on client needs
• Monitor investment performance and make recommendations for adjustments
• Stay up-to-date on market trends and financial products
• Collaborate with internal teams to deliver exceptional service

Requirements:

• Bachelor's degree in Finance or related field
• Series 7 and 63 licenses required
• Minimum of 5 years experience in wealth management
• Strong communication and presentation skills

Benefits:

• Competitive salary and bonuses
• Health and wellness benefits
• Professional development opportunities

Other Details:

This position offers a rewarding opportunity to work with high net-worth clients in a dynamic financial services environment in Faridkot, Punjab. Join our team and make a difference in the lives of our clients.

We look forward to reviewing your application and welcoming you to our team!