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28/07 Dolly Tejwani
Director at Scrabble

Views:396 Applications:75 Rec. Actions:Recruiter Actions:22

Wealth Manager - Private Banking (8-15 yrs)

Kolkata/Mumbai/Pune Job Code: 956380

Looking to connect with mid to senior-level candidates for Mumbai, Pune & Kolkata location from Investment Banking, Corporate Banking, Asset Management & Treasury domain who are willing to move to Private Banking segment.

One of our Private Equity backed Wealth Management client is keen to hire passionate & relationship oriented bankers who come with strong understanding of asset classes across investment products, access & strong network across HNI & UHNI, corporates, institutions, family offices & pension funds.

Job Profile :

- Should have ability to onboard clients on to the platform and facilitate their broader investment objectives

- Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements

- Negotiate & structure transaction proposals that cater to the client requirements

- Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients.

- Client segment: UHNW clients with Financial Assets of INR 25 Cr & above

Experience:

- 8 plus years of work experience across, Investment Banking, Corporate Banking, Asset Management, Wealth Management & Treasury domain

Qualification :

- Graduate, MBA, CA, CFA

Functional Competencies :

- Understanding of broader economy - global and local, knowledge of capital markets, various asset classes

- Ability to decipher client psyche and risk profile

- Experience in investment/financial services

Behavioral Competencies :

- Ability to think BIG, High on Integrity, Passion, Ambition & initiative, Perseverance, Entrepreneurial mindset

- Relationship management skills, interpersonal skills, collaboration,excellent communication and articulation skills, team player


Salary offered: 30-45LPA

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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