Wealth Relationship Manager
1 week ago
Merito is 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. As a trusted Investment bank, we serve customers with best results in advisory for their investments, best corporates for their growth & capital needs, and families in managing their wealth. Our team of seasoned bankers works with the largest and most reputed investors.
Key Responsibilities:
- Manage and handle High Net Worth Individual (HNI) clients.
- Achieve annual revenue, Assets Under Management (AUM), and Strategic product targets in the respective geography.
- Support existing clients with the help of the client servicing team.
- Adhere to all regulatory, statutory, and corporate compliance standards.
- Network effectively across markets and generate potential business leads.
Requirements
- 5+ years of experience in Wealth Management.
- Must be a graduate with excellent command over English & Regional Language.
- Strong communication and presentation skills are required.
- Excellent Relationship Management skills are essential.
- Extensive HNI client handling and transaction closure experience is necessary.
- A strong blend of analytical thinking and operations execution is required.
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