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:

ï· 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:

ï· Real Estate (commercial, residential, land, capital markets)

ï· Direct Equity

ï· Investment Banking solutions

ï· Private Equity including co-investment opportunities

ï· Real Estate NCD

ï· Structured Products

ï· Mutual Funds

ï· Third Party PMS

ï· Fixed Income/Bonds

ï· Trust Services

ï· Off shore Funds

ï· 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





ï· Right mix of People/Product/Brand and Platform

ï· Leadership expertise and joint efforts on client relations

What are we looking for?

Seasoned Private Bankers with robust relationships in the UHNI/Family office client segment who can

acquire and manage portfolio of 30-40 client relationships of USD 1 Mn and above

ï· Bankers with existing relationships in the UHNI segment

ï· Bankers with strong networks in the UNHI segment

ï· 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:

ï· Client acquisition in the target UHNI segment

ï· Grow the Assets under Advice

ï· Achieve the revenue targets consistently

Location: Pan India

Experience: Bankers with atleast 8+ y

📌 Wealth Manager (Ahmedabad)
🏢 Propella Consulting Group
📍 Ahmedabad