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Job Code

1674305

Alpha Alternatives - Relationship Manager - Private Wealth

Posted 2 weeks ago

Responsibilities:

- Build and manage relationships with UHNI's in designated location including family offices and Corporates.

- Think strategically about building and scaling up a client relationship management platform.

- Understand the nuances of each product and strategy and build investor portfolio accordingly.

- 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.

- 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 client relationship role within the wealth management/Corporate Banking/Asset management space.

- Collaborator with an entrepreneurial predisposition and strong interpersonal and managerial skills.

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Posted by

Job Views:  
321
Applications:  66
Recruiter Actions:  83

Job Code

1674305