Wealth Manager

6 days ago

Ahmedabad Ellisbridge India Propella Consulting Group Full time ₹ 12,00,000 - ₹ 36,00,000 per year

We are currently hiring for a Wealth Manager role with a leading private wealth company. Customer segment: Includes people who have a minimum investible surplus of 1 Mn USD, and can go upto some of the largest families of the country. These will have prominent industrialists, professionals (lawyers, doctors, CAs etc), CXOs, and will go on to emerging businessmen. Our Offering:  Open Architecture - Flexibility and choice in terms of product and service offerings from a wide range of products & services other than the regular Banking products:  Real Estate (commercial, residential, land, capital markets)  Direct Equity  Investment Banking solutions  Private Equity including co -investment opportunities  Real Estate NCD  Structured Products  Mutual Funds  Third Party PMS  Fixed Income/Bonds  Trust Services  Off shore Funds  Extensive support from the Investment & Family Office Advisory team to help get a better wallet share of the existing customers by offering complete advisory and investment solution  Right mix of People/Product/Brand and Platform  Leadership expertise and joint efforts on client relations What are we looking for? Seasoned Private Bankers with strong relationships in the UHNI/Family office client segment who can acquire and manage portfolio of client relationships of USD 1 Mn and above  Bankers with existing relationships in the UHNI segment  Bankers with strong networks in the UNHI segment  Bankers who have specialized knowledge on the Private Client Product Suite ,Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds ,Structured products, UHNI: Investment Banking & Estate Planning Key Deliverables:  Client acquisition in the target UHNI segment  Grow the Assets under Advice  Achieve the revenue targets consistently Location: Pan India Experience: Bankers with atleast 8+ years of relevant experience in Private Wealth set ups of banks or financial institutions

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