Regional Wealth Mngr
2 days ago
Responsible for handling a team in a Region/City who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products
Engage with HNI/UHNI clients & understand their investment aspirations
Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio
End to end client relationship mgmt.
Monitoring clients portfolio & updating clients about market events & possibilities
Preferred candidate profile
MBA/CA/CFA or relevant financial qualification preferred.
- 10+ years of experience in wealth management, private banking, or financial advisory or as A PLAYING CAPTAIN, Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory
- Experience of Managing Western Region Markets /MUMBAI
Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners
Candidates willing to shift along with their teams are welcome
Perks and benefits
CTC ; Crores (Negotiable & not a constrain for the right candidate commensurate with exp )
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