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.

Trivandrum/Thiruvananthapuram

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Relationship Manager - Wealth Management - Bank 

Job Description for Relationship Manager - Wealth Management - Bank  in Merito in  Trivandrum/Thiruvananthapuram Others for (5-6) years of experience. Apply Now!