Wealth Head Regional Head Wealth RM Fisdom Private Wealth

5.0 - 9.0 years

0 Lacs

karnataka

On-site

As a candidate for this role, you will have the opportunity to receive true value for your efforts and contributions. The responsibilities for this position vary depending on your role within the organization. For individual contributors, the focus will be on generating movable AUM books that align with your salary expectations. It is important to demonstrate your ability to contribute to the growth of the organization through your work. Leadership positions within the company require a playing captain mentality, where you will lead by example while also working collaboratively with your team. Strong leadership skills and the ability to inspire and motivate others are key qualities for this ...

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Branch Head - Wealth Mgmt - Pune (Wealth Mgmt FIRM ) The Firm P

10.0 - 14.0 years

45 - 50 Lacs

pune

Work from Office

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth ma...

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