Relationship Manager – Private Wealth
5 days ago
Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including:
o Direct equitieso Portfolio Management Services (PMS)
o Alternative Investment Funds (AIFs)
o Mutual fundso Structured productso Arbitrage opportunities
o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience.
Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred.
Compensation and Benefits:Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.
Location - Mumbai, Pune, Delhi NCR, Bangalore
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