Wealth/Relationship Manager (with Equity Partnership Opportunities)

Key Attributes:

- Passionate about Wealth Management. At least 2 years of experience

- Clear focus on the solving for client's need rather than achieving sales targets. The client first in letter and spirit.

- Maturity to deal with a wide range of clients (professionals, entrepreneurs, corporations, etc.)

- Deep understanding of financial products, channels, and services. Detail and process (no jugaad) oriented

- Ability to cover the entire ground- from operations to developing the investment strategy for clients

- Very good written (word, PPT, XL, websites, blogs, etc.) and oral communication skills. Ability to conduct Financial Planning Workshops, etc.

- Ability to use technology effectively (important)

- Significant emphasis on Integrity and Trust

- A healthy disregard for products with high commission and complexity such as insurance linked investments and structured products

- A long-term commitment to value creation for clients and self

What is on offer:

Open and transparent environment

- No short - term sales target

- Significant long-term growth prospects including equity partnership in the business

- An organization that is loved and respected by its clients

- Robust Existing Book: SIP, Long-term Equity, Corporate Funds, etc.

- Plenty of latent potential from existing leads

- Exposure to some really talented clients and (hopefully) equally talented colleagues

People who are looking for a standard job (previous salary + XX%) and people based outside Bangalore should not apply.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.