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

10.0 - 14.0 years

45 - 50 Lacs

mumbai, 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 Preferred candidate profile ; ( Local candidates from Mumbai & Pune Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners Candidates willing to shift along with their teams are welcome Perks and benefits CTC ; 45 - 50 lacs (Negotiable & not a constrain for the right candidate commensurate with exp )

Posted Date not available

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

10.0 - 14.0 years

45 - 50 Lacs

mumbai, 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 Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners Candidates willing to shift along with their teams are welcome Perks and benefits CTC ; 45 - 50 lacs (Negotiable & not a constrain for the right candidate commensurate with exp )

Posted Date not available

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