Job Responsibilities:
- Manage relationships with ultra HNI's
- Acquire new relationships and build networks across the wealth ecosystem
- Build internal & external partnerships to grow the practice
- Conceptualize and execute initiatives required to grow the practice
- Asset allocation analysis & Financial Planning
- Advising clients on suitable investment ideas
Desired Candidate Profile:
- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience
- Should be passionate about Wealth Management and impacting clients
- Should be relationship oriented with good inter-personal and people skills
- Should have the DNA for client centricity and quality
- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player
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