Finfirst Capital - Wealth/Relationship Manager

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.