Leaf Round
Wealth Manager at Leaf Round in Bengaluru
Mid LevelOn-siteBengaluru
Skills
Wealth ManagementCapital MarketsPrivate BankingClient AcquisitionRelationship ManagementInvestment AdvisoryBusiness DevelopmentAdvisory
Job Description
Bachelors degree in Finance,Commerce,Economics,Business Administration,or a related discipline
MBA (Finance) preferred
Prior experience in hiring,mentoring,or leading sales or wealth management teams is preferred
Ensure exceptional client experience while maintaining high retention and repeat investment rates
Experience
MBA (Finance) preferred
Prior experience in hiring,mentoring,or leading sales or wealth management teams is preferred
Ensure exceptional client experience while maintaining high retention and repeat investment rates
Experience