About Our Client A global Asset Management firm specialising in Private Equity, Real Assets and Private Credit with 60 billion USD in AUM.
- Build and maintain strong relationships with high-net-worth clients.
- Provide tailored investment advice and solutions.
- Identify and pursue new business opportunities.
- Monitor client portfolios and provide regular updates.
- Stay updated on market trends to guide investment decisions.
- Collaborate with internal teams to deliver comprehensive financial solutions.
- Ensure compliance with all financial regulations and company policies.
- Prepare and present detailed financial reports to clients.
The Successful Applicant
We're looking for someone who has:
- A solid background in wealth management or private banking.
- Confidence in managing high-net-worth clients.
- Knowledge of financial products and investment strategies.
- Excellent communication and relationship-building skills.
- A degree in finance, economics, or a related field.
- A proactive and client-focused approach. What's on Offer - Competitive salary and performance incentives.
- Opportunities to work with a leading financial services organisation.
- A role that combines client interaction with strategic financial planning.
📌 Private Banker / Wealth Manager (India)
🏢 Michael Page
📍 India
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