Relationship Manager - Private Wealth

Job Role Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with company. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Requirements Job Requirements Experience in revenue generation through financial products : Fixed Income, AIF, MF, Equity, Commodities, Lending, Deposits, PMS, PE and Unlisted products, etc.

Proven experience in private banking, wealth management, or a related field, with a strong track record of managing a self-sustained client book. Strong client UHNI network and relationships Exceptional communication skills. Ability to think Big High on integrity, Passionate, Ambitious, Entrepreneurial mindset Relationship management skills, collaborative approach and a team player Exp – 5+ years of experience into Private wealth management.

Education

– Graduate with MBA from Premier B schools Benefits