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Nidhi

Principal Consultant at Headspacehr

Last Login: 26 September 2023

Job Views:  
367
Applications:  62
Recruiter Actions:  12

Job Code

1306338

Director - Wealth Management - UHNI/HNI - Financial Advisory/Bank

4 - 25 Years.Delhi NCR/Mumbai
Posted 8 months ago
Posted 8 months ago

Multi Practice financial advisory & Wealth Management Company- Previous boutique firm exposure is also welcome-Wealth, Banking experience of managing UHNI Family office network

Roles and Responsibilities : Pure Wealth Management role focussed on Business Development with Ultra/HNI. family offices, corporates, trusts, banks, prop funds, PMS firms & Professional Investors.

Desired Candidate Profile : Strong Client relationship management, Acquiring & onboarding new clients.

1. Someone who has handled an AUM 250-300 cr

2. Someone who enjoys good network in Delhi or Mumbai market. Strong relationship management

3. Someone who has handled clients worth 5cr & plus ticket value and can leverage his relationship into key accounts

4. Someone who can scale up from Individual contributor & help them grow

5. Someone who can onboard clients 5cr & plus

6. Strong exposure in wealth management for premium segment

7. Someone who is willing to grow with the company

8. Someone currently at a CTC 25-35L-40L would be ideal fitment for the role

Position available in following locations: Delhi, Mumbai

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Posted By

user_img

Nidhi

Principal Consultant at Headspacehr

Last Login: 26 September 2023

Job Views:  
367
Applications:  62
Recruiter Actions:  12

Job Code

1306338

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