Wealth Manager - Private Banking

We are hiring for many Premium Wealth Management firms whom are actively hiring for Private Banking / Private Wealth roles as well as the Leadership Level roles.

Location - Mumbai

Role - Playing Captain / Wealth Manager

Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module)

Role & responsibilities

- Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates.

- Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).-

- Our Client a Premium Wealth Management firm and a Private Bank is hiring for Regional Head-Wealth Management Role.

- Deliver personalized investment solutions aligned with clients' financial goals and risk appetite.-

- Drive Asset Under Management (AUM) growth, net sales, and market share expansion.

- Develop and implement strategies to maximize client retention and acquisition.

Perks and benefits:

- Salary

- ESOPS

- Incentives (25%-35%)

Preferred candidate profile

- Professionals with experience Catering to HNI/ UHNI Clients-

- Strong understanding of investment products and market dynamics.