CCE
Career Site·Mumbai
- Can I apply
- Open to any education · 2–5 yrs
- Pay
- Pay not stated
- Source
- From the company's careers page · today
- How to apply
- On Career Site's site: account needed, ~10–15 min
Early: posted 1 h ago on their own site
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About the role
QualificationsBachelor’s degree in Finance, Economics, Business Administration, or a related field (MBA/CFA preferred).Minimum 10 years of experience in private banking, wealth management, or related financial services.Proven success in managing and expanding HNWI/UHNWI client relationships.Strong knowledge of investment products, credit structures, and wealth planning tools.Exceptional interpersonal, communication, and relationship-building skills.Relevant regulatory certifications/licenses…
What you need
- 10–18 yrs of experience
- Client relationship
- CFA or MBA or B.Com or BBA
Good to have
- CFA
- Wealth management
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