01Overview
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 solid 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 .
