Hiring For Private Wealth Relationship Manager

5 - 10 years

20 - 35 Lacs

new delhi hyderabad mumbai (all areas)

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role:

To build and manage relationships with UHNI's in designated location including family offices and Corporates.

To think strategically about building and scaling up a client relationship management platform

To understand the nuances of each product and strategy and build investor portfolio accordingly

To conceptualise and deliver quality advise and excellent investor service

Continuously explore referencing and cross selling opportunities across the various investment management products of the firm

Desired Profile:

Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs etc

MBA from premium business schools / CA / CFA or equivalent may have an edge

Direct linkage with/relationships with UHNI's and corporates across location

Proven sales experience in a client relationship role within the wealth management/Corporate Banking/Asset management space

Team player with an entrepreneurial predisposition and strong interpersonal and managerial skills.

Intellectually strong with high levels of energy.

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