Private Wealth Relationship Manager - Bank

8 - 30 years

18 - 40 Lacs

Posted:1 week ago| Platform:

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On-site

Job Type

Full Time

Job Description

Synergy Hr consultancy is looking to hire RM Wealth across Pan India
Experience: 8+ years in Wealth Management with an existing client book.Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & RetentionRequirements: Must have a strong AUM portfolio and proven track record in Wealth ManagementResponsibilities: - Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth- Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.- Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment. Well verse with Equity , MF, PMS , AIF , Structured ProductCompensation: Upto 40 lacs plus bonusesThis is a Standalone Position , No Team will be provided

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Synergy HR Consultancy

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