Relationship Manager - Wealth

Alpha Alternatives

5 - 10 years

13 - 20 Lacs

bengaluru delhi / ncr mumbai (all areas)

Posted:9 hours ago| Platform:

Apply

Skills Required

wealth hni sales uhni investment advisory family office private wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

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

Preferred candidate 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.

More Jobs at Alpha Alternatives

Interesting Job Opportunity: Alpha Alternatives - Company Secretary

Mumbai Metropolitan Region

5 - 8 yrs

Salary: Not disclosed

Alpha Alternatives - Principal Officer

Ahmedabad, Gujarat, India

Experience: Not specified

Salary: Not disclosed

Alpha Alternatives - Senior Associate - Finance & Accounts - CA

Mumbai Metropolitan Region

Experience: Not specified

Salary: Not disclosed

Quant Researcher - EQAR

Mumbai, Maharashtra, India

3.0 - 3.0 yrs

Salary: Not disclosed

Human Resources (HR) Internship in Mumbai

Mumbai Metropolitan Region

Experience: Not specified

Salary: Not disclosed

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.