Wealth Manager

Job Description

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to bethe final point of contact with the client. (S)he would be responsible for acquiring High NetWorth relationships and managing && retaining such relationships by delivering the beststandards of services. (S)he would be expected to establish strong ties with them by designing&& implementing their financial plans; and then by ensuring that they receive and execute on theright advice.PRE-REQUISITES: - Relationship Managers with prior experience working in a Broking/Private bank/wealthmanagement set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs andabove. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At leastminimum tenure of 2-3 yrs of stability)

Keyskills :
client acquisitionpmsequityinvestmentstructure roductprotfolio managmentmutualfundaifhni