Senior Wealth Management Professional
15 hours ago
This role is part of our Wealth Management team in Chennai and requires a seasoned professional to manage existing relationships and onboard new clients onto our platform.
About the Role- You will be responsible for prospecting new Wealth Management clients with a minimum asset under management (AUM) of INR 100 million.
- Managing and maintaining relationships with existing Wealth Management clients in the Chennai branch.
- Ensuring all regulatory, Know Your Customer (KYC), and other requirements are met promptly.
- You will supervise the work of Asset Managers and Sales Associates based in the Chennai branch.
- Prospecting for new Wealth Management clients and onboarding them onto our platform.
- Managing and maintaining existing Wealth Management client relationships.
- Ensuring all regulatory and KYC requirements are met.
- Supervising the work of Asset Managers and Sales Associates.
- A minimum of 10-15 years of experience in managing High Net Worth Individual (HNI) clients in Chennai.
- Experience managing an existing book of approximately INR 5,000-10,000 million.
- Generating revenue of at least INR 40 million in their current role.
- The ability to generate a revenue of approximately INR 100 million by year 3.
- Proficiency in managing and understanding investment products.
- Familiarity with banking and basic lending products.
- Training and development opportunities to help you excel in your career.
- Coaching and support from experienced professionals in your team.
- A culture of continuous learning and progression.
- A range of flexible benefits tailored to your needs.
Chennai office, part of the Deutsche Bank Aktiengesellschaft, Filiale Chennai team.
Salary:Estimated salary: INR 20-30 lakhs per annum, depending on experience.
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