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20/08 Xavier Joseph
Director - Business Development & Talent Acquisition at Jaden Executive Search & Recruitment Specialists

Views:81 Applications:26 Rec. Actions:Recruiter Actions:12

Relationship Wealth Manager - Broking Firm (5-10 yrs)

Mumbai/Delhi NCR Job Code: 1142619

Relationship Wealth Manager


Job description :

Our client is a leading broking firm offering comprehensive investment management solutions to institutions, banks, corporates, high-net worth individuals and retail clients.

Max CTC offered - 20 lacs p.a.

Roles and Responsibilities :

- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

- Generating minimum of 3X revenue per month (1.5X in the first 12 months).

- Generating yearly AUC of 20 crores

Desired Candidate Profile :

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income

- Should be relationship oriented with good inter-personal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of HNI Clients

- MBA, CA, CFA, NISM V-A

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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