Relationship Wealth Manager

7 - 10 years

25.0 - 32.5 Lacs P.A.

Bengaluru

Posted:2 months ago| Platform: Naukri logo

Apply Now

Skills Required

Wealth ManagementUltra HniPrivate BankingPortfolio ManagementRelationship ManagementInvestment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Experience in banking products with Equity, (AIS) Alternate investment Schemes, Mutual funds, and third-party products like insurance. Managing HNI and Ultra HNI clients Prior experience in managing a book size of 100+ crore and ability to bring the same client base and book size post onboarding. Proficient in wealth management and possess good knowledge in wealth management.

RecommendedJobs for You

Chennai, Pune, Mumbai, Bengaluru, Gurgaon

Chennai, Pune, Delhi, Mumbai, Bengaluru, Hyderabad, Kolkata

Pune, Bengaluru, Mumbai (All Areas)