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Senior Wealth Manager/Wealth Manager - Bank (4-12 yrs)

Andhra Pradesh/Bangalore/Chennai/Cochin/Kochi/Coimbatore/Hyderabad/Kerala/Tamil Nadu/Vijayawada/Vish Job Code: 856238

Senior Wealth Manager/Wealth Manager - Bank

We are looking to hire seasoned Wealth professionals for our Banking Client across Southern Region.

Role : Wealth Manager/ Sr Wealth Manager

Internal Grade : Manager Upto AVP

- Minimum AUM (NON Casa & TD) requirements (ONLY TPP): 25 Cr for WM & 40 Cr for Sr WM

- Needless to mention, prior Investment Advisory/ Wealth Advisory of HNI clients is a mandatory experience. We welcome candidates from NBFC Wealth Firms/ Indian Private Banks & Foreign Banks who are currently managing U/HNI Client Relationships.

- CTC on offer upto - 28L (Based on Current/ Experience and AUM)

Location & Open Positions :


a. Bangalore : 4

b. Chennai : 6

c. Hyderabad : 4

d. Kochi : 2

e. Vijayawada : 1

f. Coimbatore : 1

g. Vizag : 1

Skills Required :

- A bachelor's degree in finance, accounting or other related field and an equivalent work experience in the relevant field.

- More than 4+ years of sales experience with lofty net worth clients in the financial sales industry.

- A professional qualification like CFA, CFP, CPA, MBA desired

- Good professional, interpersonal, written and verbal communication are most important skills.

- Excellent understanding of Investment products

Responsibilities :

- The Relationship Manager is considered to be the fulcrum of our entire business proposition

- He/ She is the face of the Bank

- Must demonstrate business development and excellent sales abilities.

- Should communicate and consult with internal and external clientele and introduce them towards the new products of the firm or Investment house to which they are employed.

- Should maintain good community and industrial organizational membership by active participation.

- Should have the capacity to build partnerships and work with others as a part of the team.

- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 50L+. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space.

- Have a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets within the Pvt Bank and in other places.

Integration Management :


- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

Women-friendly workplace:

Maternity and Paternity Benefits

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