Director - Wealth Management & Advice Solutions - Mumbai, India - Winchester Building
Only for registered members Mumbai, India - Winchester Building
2 weeks ago
Job summary
The Director - Wealth Management & Advice Solutions leads the department responsible for partnering with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the company's products.Responsibilities
- Leads client services programs while overseeing development implementation revision policies procedures improve onboarding new client accounts delivering reports clients working business partners service needs throughout lifecycle.
- Communicates results client services initiatives leadership team key takeaways opportunities improvement.
- Presents clients regarding onboarding process addresses issues arise during lifecycle.
Job description
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