Posted By
Posted in
Banking & Finance
Job Code
1620899

The person shall be responsible:
- 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
Desired 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.
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Posted By
Posted in
Banking & Finance
Job Code
1620899