Senior Relationship Manager - Private Clients - Wealth Management

We have one job opportunity with a leading Wealth Management Company for Bangalore location.

Job profile : Sr. Relationship Manager (Private Clients)

Location : Bangalore

Salary : Hike based on current salary

Job responsibility :

- Proven ability to acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of knowledge skill required to be able to service these clients for products and services in the wealth management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets:

- Ability to approach prospects through multiple sources of network including but not only families managed in the past.

- Existing experience in managing a book of at least 25 families of high net worth (excess of INR 1 Cr) across asset classes, employed in a banking framework, other NBFCs, broking companies. Candidates of any other similar service industry with relevant exposure to high net worth families too can apply.

If this interests you please apply with your CV on below mentioned email id with following details.

Current salary:

Expected salary:

Notice period:

Hem Joshipura