Wealth manager (industry: wealth management); experience: less than 2 years only)
DelhiFinogent Solutions LLP
...client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Wealth Manager partners with team members to address the specific needs and service issues of HNI clients in order to cultivate existing client relationships. The Wealth Manager is the ultimate face of the business as [...]
Category Management & Consulting