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Job Views:  
212
Applications:  53
Recruiter Actions:  36

Job Code

1630811

Alpha Alternatives - Relationship Manager - Wealth

Posted 1 month ago

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

Job Views:  
212
Applications:  53
Recruiter Actions:  36

Job Code

1630811

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