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 30-40 client relationships of USD 1 Mn and above
Bankers with existing relationships in the UHNI segment
Bankers with robust 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