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08/05 Veni Rawal
Founder at Suche Consultants

Views:385 Applications:76 Rec. Actions:Recruiter Actions:66

Private Wealth Management Role - UHNI Segment - Financial Services (7-15 yrs)

Hyderabad/Bangalore/Chennai Job Code: 922992


- Minimum 7-8 years of relevant experience in Private Wealth set ups of banks or financial institutions

- Private Bankers with strong relationships in the UHNI/ Family office client segment, who can acquire and manage portfolio of 30-40 client relationships of USD 1 Mn and above

- Bankers with existing relationships in the UHNI segment Bankers with strong networks in the UNHI segment

- Bankers who have specialized knowledge on the Private Client Product Suite ,Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds ,Structured products,

UHNI : Investment Banking & Estate Planning

Key Deliverables :

1.Client acquisition in the target UHNI segment

2.Grow the Assets under Advice

3.Achieve the revenue targets consistently

Women-friendly workplace:

Maternity and Paternity Benefits

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