We are looking for an experienced Wealth Management skilled who can drive client acquisition, build and manage a high-performing team, and contribute directly to revenue and AUM growth.
Key Responsibilities
Lead and mentor the Relationship Management team
Acquire and develop HNI/UHNI clients
Drive AUM and revenue growth
Manage client relationships and investment requirements
Support portfolio and investment advisory initiatives
Drive sales targets and business development
Build a robust referral and prospecting pipeline
Pay: ₹30,000.00 - ₹40,000.00 per month
Advantages
Health insurance
Internet reimbursement
Paid sick time
Paid time off
Work Location: In person
📌 Team Leader Wealth Management Kochi (India)
🏢 TRINITY INTERNATIONAL
📍 India
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