RM/Sr RM/Accounts Director - Wealth Advisory/Wealth Management

Position: Wealth Relationship Manager

Location: Mumbai, Bangalore, Delhi, Chennai, Hyderabad

Description:

- The Wealth manager is responsible for maintaining the ongoing relationships and leading in the development of new client relationships. Duties include managing the delivery of the wealth management services to the client. This will involve maintaining regular communication with the client, and working in consultation with the client’s other service providers if any.

- In addition, this position will work with a group of client support personnel, including analysts and administrators in delivering investment management, tax, financial planning, and other relevant financial services.

Major KRA's:

- Client Acquisition and Service

- Financial Planning

- Investment Management

- New Business Development and Marketing

Competencies/ Personal Attributes:

- Able to work in an autonomous and entrepreneurial environment

- Drive for Results

- Ability to foster teamwork and motivate colleagues

- Demonstrates and promotes non-negotiable integrity and dignity of the individual in an environment of mutual trust and respect.

- Exhibits a commitment to lifelong learning, encourages others to do so and continues to grow technically and interpersonally in order to perform job at the highest levels of competency

- Enthusiastic, energetic and positive in outlook

Local travel for client meetings with occasional out of station travel, if client acquisition is required outside.

Specific Knowledge and Skills:

- Investment industry and Financial Planning related certifications as applicable as per Regulations

- Be a methodical business builder with experience and expertise as a trusted wealth advisor serving the sophisticated needs of ultra high net worth individuals and families.

- Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes.

- Capacity to work with demanding clients and diverse groups of people – client centered approach

- Excellent consultative skills

- Strong written and verbal communication skills

- Strong in Problem Solving skills and strategic thinking abilities

Eligibility:

- MBA from Tier1 / Tier2 B-School with specialization in finance or Marketing

- 2+ years of relevant experience (Multiple positions) with AUM 60Cr+

- Candidates with 8+ years of work-ex can be given a team under them.

Salary: Depending on experience/Location (No bar for deserving candidates)

Interested eligible candidates can apply here directly with following details mentioned:

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