See all roles

Hiring Now: Wealth Management: Relationship Manager

Work from home Full-time role Hiring

Our team is expanding! We have a new opening for a Wealth Management: Relationship Manager! Whether you're in our Remote hub or working remotely, you'll be a core part of the team. This position requires a strong and diverse skillset in relevant areas to drive success. We offer a competitive compensation package, with a salary of a competitive salary.

 

 

We are Billion BaseCamp. We help affluent Indian families in managing their global taxes, and everything money. Our clients include some of the most iconic executives of India Inc., internationally acclaimed celebrities, single and multi-family offices, and successful entrepreneurs. We are hiring multiple Relationship Managers. This role provides an amazing opportunity to closely work with some of the most successful Indians worldwide to help them manage their finances. Who you are? · MBA Finance / CA (including semi-qualified)/CS/ Graduate from a reputed college · Up to 5 years of experience in any finance related domain. Freshers can apply with confidence. · Possess high aptitude · Diligent and proactive What would you do? · Client onboarding · Understanding and analysing client's finances · Managing post onboarding client engagement · Complete multiple tasks assigned by multiple clients · Collaborate with tax, wealth planning, and investment teams to provide effective and timely solutions to the clients · Follow up with clients on regular basis and ensure completion of deliverables · Pitch and present company’s products and services among prospects, and existing clients · Timely reporting to your Reporting Manager We’re looking for driven individuals who can excel in a high growth environment. Work Model: Work From Home (After initial training period in Pune) Job Type: Regular - Full time Please send your CVs to [email protected] Apply Job!

 

Submit Your Application

Seize this opportunity to make a significant impact. Apply now and take the first step towards a rewarding new role.

apply to this job

You might like

Hiring Now: Wealth Management Sr Tax Accountant | Remote | up to

Work from home Full-time role

Hiring Now: Web Based Chat Support – 100% Remote

Work from home Full-time role

Hiring Now: Web Chat Manager

Work from home Full-time role

Hiring Now: Web Chat Sales Consultant

Work from home Full-time role

Hiring Now: Web Chat Sales Support Specialist for Mobility

Work from home Full-time role

Hiring Now: Web Content Manager

Work from home Full-time role

Hiring Now: Web Developer Backer - Non Voice (Work From Home)

Work from home Full-time role

Hiring Now: Web Development Sr. Engineer

Work from home Full-time role

Hiring Now: Web Hosting Chat Specialist

Work from home Full-time role

Hiring Now: Web Program Manager (Remote, US)

Work from home Full-time role

Experienced Customer Engagement Marketing Professional – Part-Time Remote Opportunity at arenaflex

Work from home Full-time role

Experienced Entry-Level Virtual Assistant Customer Chat Support – Remote Work Opportunity with arenaflex

Work from home Full-time role

AI Presentation Designer (PowerPoint & Template Specialist)

Work from home Full-time role

Experienced Customer Service Representative – Remote Opportunity with arenaflex

Work from home Full-time role

Legit Online Remote Work Opportunities | $25-$3...

Work from home Full-time role

Work from Home Mom - Opinion Sharing and Data Entry | Join Our Team

Work from home Full-time role

Copy of Account Executive

Work from home Full-time role

Disney Entertainment Digital Marketing Intern, Summer 2024

Work from home Full-time role

Delta Data Entry Jobs

Work from home Full-time role

Nurse Care Advocate - Maternity/NICU (Remote)

Work from home Full-time role