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Private Banking Relationship Manager/Wealth Manager - South (3-15 yrs)
Private Bankers, Wealth Managers for Super HNI Relationhsips
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 :
- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 50 Lacs. 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 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.
- Employment in the role of a Relationship Manager should be for a period of not less than 3 years in the same role.
Compensation Would Be The As Per Best Industry Norms :
When applying please share the following details:
Nos of clients/ Relationship in portfolio:
Asset under Advise/ Management (AUA/ AUM) :
Current CTC:
Nos of years of Wealth Management Exposure:
Notice Duration:
TEAM FHS
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