Family office / UHNI Sales

12 years

0 Lacs

Posted:1 month ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We’re Hiring: AVP – Family Office / UHNI Sales

Company:

Location:


About the Role:

Family Office / UHNI Sales team


Key Responsibilities:

  • Manage and nurture relationships with existing UHNI / Family Office clients.
  • Acquire new clients through referrals and strategic networking.
  • Provide investment advisory services across

    MF / PMS / AIF

    products.
  • Develop and implement

    asset allocation strategies

    to optimize client portfolios.
  • Keep abreast of financial markets, industry trends, and competitor offerings.


Candidate Profile:

✅ 10–12 years of experience in sales, wealth management, or private banking (preferably in AMC setup).

✅ Strong understanding of PMS / AIF / Asset Allocation strategies.

✅ Excellent relationship-building and communication skills.

✅ Ability to deliver value-driven investment solutions to UHNI clients.


Interested candidates can share their updated resumes at:



#WeAreHiring #AMC #UHNI #FamilyOffice #WealthManagement #SalesRole #PrivateBanking #InvestmentAdvisory #DelhiJobs #FinanceJobs #MutualFunds #PMS #AIF #AssetManagement #AVP #HiringNow

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