Private Banker/Wealth Specialist - HNI

Private Bankers, Wealth Managers for Super HNI Relationships

- We are recruiting for our client who is a leading Private Wealth Management company and a part of a leading Financial Group having far reach in the Financial Sector both in India and overseas.

- The Relationship Manager is considered to be the fulcrum of our entire business proposition. His core role can be summarized with the following:

- Should be in CURRENT CTC range of 17-50 Lacs. Offered Compensation Would Be As Per Best Industry Norms .

- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 3 Cr. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets :

- Ability to approach prospects through multiple sources of network including but not only families managed in the past.

- Existing experience in managing a book of at least 25 families of high net worth (excess of INR 3 Cr) across asset classes, employed in a banking framework, other NBFCs, broking companies. Candidates of any other similar service industry with relevant exposure to high net worth families too can apply.

- Details of your AUM/ AOA size would assist in faster shortlist.

TEAM FHS