Posted by
Posted in
Banking & Finance
Job Code
1674305

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.
Didn’t find the job appropriate? Report this Job
Posted by
Posted in
Banking & Finance
Job Code
1674305