Location : Kerala , Bangalore , Chennai

Responsibilities:

- - Building & Managing the book and developing robust client relationship

- - Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients / family office.

- - Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.

- - Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.

- - Managing investments.

- - Building client relationships and actively engaging in client acquisition.

- - Addressing client needs through product Solutions.

- - Assuring service quality and client satisfaction.

- - Complying with all company policies and procedures.

- - Maintaining current knowledge of wealth products solutions.

- - Responsible for the sales,



advisory and management of client portfolio.

- - We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country.

- - You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.

- - You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.

Candidate Profile

1. Only postgraduate candidatecan apply

2. Communication and presentation skills are highly important

3. Candidate can apply from reputed banks (indian or international) having wealth arm and NBFC - having Wealth background or AMC, Broking Houses

4. Stable candidates who havespent atleast 3 to 4 years in last organisation can apply

📌 Wealth RM / Team Leader - Wealth Management Outfit (Bengaluru)
🏢 Synergy Hr Consultancy
📍 Bengaluru