Private banking RM

1 week ago

Kolkata, India Vitasta Consulting Pvt Ltd Full time
About the Opportunity:

We are looking for a skilled Senior  Relationship Manager (RM) to acquire, manage, and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores). This is an individual contributor role with the opportunity to manage an AUM of 500 -700 crores .

Key Responsibilities :
  • Build and maintain long-term relationships with UHNIs.
  • Advise clients on PMS, Mutual Funds, and AIFs .
  • Manage a significant book of business and grow client portfolios.
  • Report to the Business Head and collaborate with internal specialists.
Requirements :
  • 10-14 years of experience in wealth management, with a proven track record of managing UHNIs.
  • Strong AUM experience (500-700 crores).
  • Experience in wealth management, focusing on Ultra high-value clients, preferred.

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