Luxury Wealth Manager
3 days ago
About the Role
The Luxury Wealth Manager will be the ultimate face of our business, serving as the primary point of contact with affluent clients. This individual will be responsible for acquiring and managing High Net Worth relationships by delivering exceptional standards of service.
Key Responsibilities
- Establish strong ties with clients by designing and implementing their financial plans.
- Ensure clients receive and execute on the right advice.
- Acquire Preferred clients (Affluent & Super Affluent) through targeted outreach.
- Maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
- Advise Affluent & Super Affluent clients on their investments and manage their overall financial portfolio.
- Deepen wallet share from existing clients and track the Affluent & Super Affluent Client segment in the market for new client acquisition.
Requirements
- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
- Selling of products: Mutual Funds, PMS, Structured Products.
- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability).
What We Offer
An attractive salary range of ₹50 lakhs to ₹100 lakhs per annum, depending on experience and performance.
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