Senior Wealth Management Professional

15 hours ago


Chennai, Tamil Nadu, India 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai Full time
Job Description

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.
Your Key Responsibilities:
  • 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.
Requirements:
  • 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.
What We Offer:
  • 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.
Location:

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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