Wealth Relationship Career Opportunity

Job SummaryThe Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) /...

Role SummaryThe Wealth Client Relationship Manager also work with the Independent Wealth Consultants for the portfolios of clients whom the latter has successfully referred to ATRAM. The account opening and all related responsibilities in onboarding are delivered by the Wealth Sales Relationship Manager.What Business Outcomes the Role is Responsible...

The Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base by onboarding new clients into the Wealth Management portfolio.This position requires sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) / affluent clients to wealth management...

Relationship Manager Role OverviewThe Relationship Manager is responsible for building and maintaining strong relationships with clients to identify their needs and provide tailored solutions. This role involves monitoring customers' accounts and portfolios, providing regular market updates and advice through calls and meetings.Key Responsibilities:•...

Financial Career OpportunityAre you seeking a rewarding career that combines financial planning with customer service?This role involves providing tailored financial solutions to clients, utilizing industry-leading insurance plans.Offer personalized advice on financial security and wealth management to clients.Key Requirements:Hold a Bachelor's degree in any...

Job SummaryResponsible for servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.How will you contribute?Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms of...

Job DescriptionThe Wealth Client Relationship Manager is responsible for working with Independent Wealth Consultants to expand client portfolios. The account opening process and related responsibilities are handled by the Wealth Sales Relationship Manager.Main ResponsibilitiesStrengthen Client Relationships: Deliver exceptional service, address feedback...

Transform Your Career with UsRelationship Associate, Commercial Banking DivisionBecome part of a dynamic team that fosters growth and development.We offer opportunities to hone your skills, enhance your talents, and evolve into a well-rounded individual. You will have the chance to work on various projects, develop your expertise, and contribute to our...

Communicate with Customers and Build CareersAre you a skilled communicator looking for a challenging and rewarding role? This position involves working directly with customers to address their concerns, resolve issues, and match their needs with the company's products and services.Required Skills and QualificationsExcellent communication and interpersonal...

Our mission is to orchestrate the financial ecosystem and democratize access to wealth management.We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks.Job DescriptionAs a member of our...