- 2-10 years in Wealth Management/Investment Advisory/Private Banking/Financial Services with HNI/UHNI relationship management and leadership experience.
- Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
- Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing and other alternative investments.
- Drive business development, revenue and AUM growth while building long-term client relationships.
- Recruit, mentor and lead Wealth Managers and Relationship Managers, conduct performance reviews, deliver product and compliance training, and collaborate with Product, Operations and Compliance teams to deliver exceptional client outcomes.
- Wealth Manager Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
- Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing
- Bachelor's in Finance/Commerce/Economics/Business; MBA (Finance) preferred; NISM/CFP/CFA added advantage.