Senior Relationship Manager Wealth Management Solutions Risk Management Advisory Firm

2 days ago


Mumbai, Maharashtra, India E Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role Overview We seek a senior relationship manager in wealth management with an entrepreneurial mindset and3 6 years of experience managing HNI s UHNIs and family office investments The ideal candidate should have expertise in AIFs PMS REITs INVITs unlisted and structured products and a strong network of HNI s family offices and institutional investors One should have worked in Private Banking in Banks Brokerages or wealth management firms Key Responsibilities Client Acquisition Relationship Management Build and manage relationships with family offices UHNIs Investment Advisory Product Distribution Offer expert advisory on MFs AIFs PMS REITs and INVITs within a 5 Cr 50 Cr ticket size range Business Growth Strategy Expand the wealth management business with a long term vision Market Positioning Networking Represent Billionz at industry events and strengthen brand positioning Qualifications Experience 3 6 years in wealth management managing HNIs and family offices Strong relationships with family offices UHNIs Expertise in wealth products structured investments and alternative asset classes They should have their own AUM upto 50crs and a set of clients Proven ability to raise capital and manage large portfolios Entrepreneurial mindset with interest in running a venture with equity participation Experience in building and leading teams Willingness to travel for investor meetings and networking What We Offer Competitive Fixed Variable Pay plus ESOPs Access to a premier network of UHNIs and family offices Long term opportunity to scale a multi family office Support of clients from the parent company and existing 100 s of relationships Coaching Mentoring from Harvard educated coaches



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