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Hiring for Wealth Manager - Family Office/ Private Wealth - NBFC in Delhi/NCR(National Capital Regio (Job in Mumbai)

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Job Description:The relationship manager will be responsible for acquiring and maintaining client relationships using the company Family Office platform - Advising Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Ultra HNI segment in the market for new client acquisition - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios - Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes - To coordinate with product and research team for taking investment decision for the clients - To conduct and assist in organizing seminars, workshops and other business development activities - To prepare the MIS reports in the specified formats PRE-REQUISITES: - Senior wealth managers with prior experience working in a private bank/wealth management set up - Handle and manage clients with a minimum Investment amount 1cr. - Experience of advising clients across asset classes - Strong analytical skills and willingness to enhance knowledge levels through rigorous learning.


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Posted on: Saturday, 13 May, 2017  08:45
Expires On: Saturday, 19 September, 2020  18:30

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