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Wealth Management Professional

1 month ago


Kannur, Kerala, India Merito Full time
About Merito

A leading investment bank with a strong presence in the market, Merito offers a range of services including M&A, PE, Capital Markets, Institutional Equities, Wealth Management, and Portfolio Management. Our team of seasoned bankers works with top investors to provide expert advice and guidance.

Key Responsibilities

As a Wealth Relationship Manager, you will be responsible for managing high net worth clients, achieving revenue and AUM targets, and providing exceptional client service. You will also be expected to network across markets, generate business leads, and adhere to regulatory and compliance standards.

Requirements

5+ years of experience in Wealth Management, with a strong command of English and regional language. Excellent communication and presentation skills, with a proven track record of relationship management and transaction closure. Strong analytical thinking and operations execution skills are also essential.

What We Offer

Merito offers a dynamic and challenging work environment, with opportunities for growth and development. Our team is passionate about delivering exceptional results and building long-term relationships with our clients.