Relationship Manager - Wealth Management
About the Company:
Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.
Role: Relationship Manager
Reporting to the Area Director of the region
Responsibilities:
- HNI Client Management: Handle and manage High Net Worth Individual (HNI) clients effectively.
- Revenue Targets: Achieve annual revenue, Assets Under Management (AUM), and Strategic product targets within the assigned geography.
- Client Servicing: Provide excellent service to existing clients with the support of the client servicing team.
- Compliance: Adhere to all regulatory, statutory, and corporate compliance standards.
- Networking: Effectively network across markets, generating potential business leads.
Requirements:
- Experience: Minimum 5 years in Wealth Management.
- Education: Graduate with excellent command of English & Regional Language.
- Skills: Strong communication and presentation skills, excellent Relationship Management abilities, extensive experience in HNI client handling and transaction closure, and a blend of analytical thinking and operations execution.
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