Relationship Manager - Private Wealth Group

Dear Candidate

Please find below Job Description

Function / Department / Vertical: Private Wealth Group / Wealth Management Sales

Accountable to (position) : Director

Educational Qualifications: MBA /Post Graduate

Years of Experience: 3-10

RESPONSIBILITIES & TASKS:

- Understand in detail clients investment needs & create a long term Asset Allocation plan.

- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity

- Handle the clients' investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

- Managing team and client relationships and generating AUM from preferred clients

- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.

CORE SKILLS & EXPERIENCE REQUIREMENTS:

- Complete understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

- Experience of advising clients across asset classes.

- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up

PERSONAL CHARACTERISTICS:

- Communication skills - organizes thoughts logically and articulates them clearly and concisely

- Drive For Results/ Business Acumen Focus

- Displays ability to think out of the box. Solution provider

- Strong analytical skills and ability to work in teams.

If Interested kindly provide CV and below details:

Total Experience:
Current CTC Fixed:
Performance Variable:
Expected CTC:
Notice Period:
Reason for change: