Job Title: Wealth Relationship Manager - Global Proposition Location: Mumbai - Andheri Department: Global Wealth Management Reports To: Head of Department (HoD) Job Summary: We are seeking a highly skilled and dynamic Wealth Relationship Manager (RM) to join our rapidly growing team in Mumbai. The primary focus of this role is sourcing new business and driving the growth of our Global Wealth Proposition. The ideal candidate will have a deep understanding of global markets, investment strategies, and the ability to identify, acquire, and nurture relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). In addition to building new business, the role requires a proactive mindset, an ability to communicate complex global wealth management solutions, and a strong commitment to delivering tailored investment strategies to our clients. Key Responsibilities : Client Acquisition & New Business Development: - Proactively identify, prospect, and acquire new clients seeking global wealth management solutions, with a particular focus on growing the client base. - Build and maintain long-term relationships with high-net-worth individuals, families, and entities, positioning yourself as their trusted advisor for global investments. Sales & Revenue Generation: - Drive sales of global wealth management products and services, including investment opportunities across multiple asset classes and geographies. - Consistently meet and exceed sales targets for global wealth solutions and client acquisition. Global Investment Advisory: - Advise clients on global investment opportunities across equities, bonds, real estate, hedge funds, private equity, and alternative assets. - Stay up-to-date with macroeconomic trends and market conditions to offer strategic investment guidance. Portfolio Management & Customization: - Work closely with internal teams to develop bespoke investment portfolios and solutions, ensuring clients' portfolios are aligned with their risk profiles and financial goals. - Oversee the implementation of investment strategies, ensuring they reflect the clients' aspirations and global diversification needs. Cross-Functional Collaboration: - Collaborate with research, compliance, and operations teams to ensure a seamless experience for clients. - Engage with other Wealth Managers to cross-sell and increase global investment offerings within the firm. Compliance & Risk Management: - Ensure all investment activities comply with regulatory and legal requirements (including FATCA, CRS, LRS, etc.). - Manage the risk profile of portfolios and ensure that clients' assets are protected while pursuing high returns. Required Qualifications: Education: - Bachelor's degree in Finance, Business, Economics, or a related field. - Professional certifications such as CA, CWM, or equivalent are preferred. Experience: - Minimum 5 years of experience in wealth management, private banking, or financial advisory, with a focus on global wealth management solutions. - Proven success in sourcing and acquiring new clients, especially in the HNWI/UHNWI segment. - Experience in selling global investment products and understanding of global markets, tax implications, and regulatory frameworks. Skills & Competencies: - Strong network within the HNWI/UHNWI community, with experience in client acquisition and portfolio management. - In-depth knowledge of global wealth management strategies and investment products (real estate, alternative assets, private equity, etc.). - Excellent communication, negotiation, and relationship-building skills. - Ability to simplify complex financial strategies for clients and communicate effectively at all levels. - Strong analytical skills, with the ability to develop customized wealth management solutions. Technology: - Proficient in CRM tools (e.g., Salesforce), portfolio management software, and financial analysis tools. - Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint). Desired Attributes: - A highly motivated and self-driven individual with a strong entrepreneurial mindset. - A natural relationship builder, with the ability to establish trust and long-term client loyalty. - Strong focus on new business generation, with an innate drive to exceed sales targets and growth objectives. - Ability to work effectively in a fast-paced, high-performance environment. - Experience in working with global clients and understanding of cross-border investment strategies. What We Offer: - ESOPs Linked Incentives: In addition to performance-based compensation, benefit from stock ownership linked to the growth of the firm. - AUM Linked Incentives: Attractive bonuses based on assets under management growth. - 30 Days Paid Leave: Enjoy work-life balance with ample time off. - Opportunity to Travel to Dubai & Relocate to Our Dubai Office: Exposure to a global network and the chance to work out of Dubai. - Work with Young, Entrepreneurial-Minded People: Join a team that values fresh perspectives, innovation, and collaboration. - Quarterly Paid Staycations: Enjoy a quarterly paid break to recharge and rejuvenate.

Mumbai

Fintoo - Wealth Relationship Manager - Global Proposition 

Job Description for Fintoo - Wealth Relationship Manager - Global Proposition  in Fintoo in  Mumbai for (5-10) years of experience. Apply Now!