Wealth Manager - HNI Client Relationship | Private Banking Preferred

Wealth Manager – HNI Client Relationship | Private Banking Preferred Chandigarh (On-Site) ₹30,000 – ₹50,000/month DR. Shares & Stock Brokers is looking for an experienced Wealth Manager to join our Wealth Management team. This role is ideal for Relationship Managers from private banks who currently manage affluent, HNI, or priority banking clients and enjoy building long-term client relationships. Key Responsibilities • Conduct client meetings and portfolio reviews • Understand client financial goals and investment needs • Guide clients on Mutual Funds, SIPs and investment solutions • Build and manage long-term relationships with clients • Deliver a high standard of client service • Coordinate with the Wealth Management team Ideal Candidate ✔ 4–6 years of experience in Banking / Priority B