High Net Worth Investment Manager

3 days ago


Hyderabad, Telangana, India Antal International Full time
Job Overview

We are seeking a seasoned Senior Wealth Manager to join our team at Antal International, a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

About Us

A leading mid-market investment bank, we offer innovative investment solutions to High Net-Worth Individuals (HNIs), leveraging extensive use of technology-abled platforms. Our wealth management arm provides products across all asset classes from Equity, Fixed Income & Real Estate to Alternate Investment Products and Unlisted Securities.

About the Role

This is an exciting opportunity for a highly experienced Senior Wealth Manager to lead our HNI/Ultra HNI client onboarding, handling, and managing efforts. The ideal candidate will have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets, with a proven track record of achieving Annual revenue, AUM & Strategic product targets in their respective geography.

Responsibilities
  • Onboard, handle, and manage HNI/Ultra HNI clients
  • Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
  • Achieve Annual revenue, AUM & Strategic product targets in the respective geography
  • Drive leads & AUM growth
  • Service existing clients with the support of client servicing team
Requirements

To be successful in this role, you will need:

  • 5+ years of experience in Wealth Management space
  • Solid understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets
  • Ability to work in partnership with the Bank and drive leads & AUM growth
What We Offer

We offer a competitive salary package of ₹ 12,00,000 - ₹ 18,00,000 per annum, depending on experience, plus additional benefits and incentives.



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