Wealth Relationship Manager

1 week ago


Kannur, Kerala, India Merito Full time
About Merito:
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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