Wealthy - Vice President - Wealth Management (2-10 yrs)
Vice President - Wealth Management Company
Build Wealth Technologies Pvt. Ltd. (Wealthy)
Hiring Wealth Managers/Relationship Managers. Our requirements are the following:
Preference:- Resident of Bangalore or experience of working in Bangalore.
Preferable industry: BFSI/ NBFC (Banking sector)
Age - 25 - 35 year
Experience- 3+ year experience of wealth management / relationship management.
Salary- 6 lacs and above
- Independence, creative freedom and superior incentive structure.
- Experience and help build the future, where, technology will be an integral part of personal finance advice and product delivery.
- Helping Wealth Managers make 5x more by sharing 50% of the revenue.
1. Use financial acumen and investment expertise to review a client's financial data,
2. Align clients need through superior service, seamlessly align service delivery for the enhanced experience; thereby helping the client to reach his short term and long term investment goals
3. Focus on business development across wealth, lending and protection products to sustain and achieve growth in relationship value, revenues & improved client stickiness.
4. Experience of handling HNI/UHNI clients.
1. Ability to manage relationships to improve the relationship value of existing customers
2. Ability to leverage existing customer base to kick-start the book building at Wealthy
About the Company
- 700 crore worth of assets on the platform
- Raised INR 15crore from marquee fintech investors
- The first company to do paperless KYC
- The first company to offer online custom made portfolios
- The first company to launch online aggregation of investment and other financial data.
- The founding team is IIT-IIM with experience across financial services and technologies in companies like Morgan Stanley, Ola, Microsoft and others.