Relationship Manager - Private Wealth
Relationship Manager - Private Wealth
Posted on :
15-03-2025
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1 Vacancy
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Job Description
Job Role
- Providing financial solutions for high net worth clients.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size.
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for targeting towards the AUM growth & revenue generation from the relationships with company.
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Requirements
Job Requirements
- Experience in revenue generation through financial products : Fixed Income AIF MF Equity Commodities Lending Deposits PMS PE and Unlisted products etc.
- Proven experience in private banking wealth management or a related field with a strong track record of managing a selfsustained client book.
- Strong client UHNI network and relationships
- Exceptional communication skills.
- Ability to think Big
- High on integrity Passionate Ambitious Entrepreneurial mindset
- Relationship management skills collaborative approach and a team player
- Exp 5 years of experience into Private wealth management.
- Education Graduate with MBA from Premier B schools
Benefits
1. Good command on English language, interpersonal skills and communication 2. Knowledge of RBI Guidelines on trade finance products, FEMA guidelines 3. Experience on handling inward and outward foreign remittances 4. Issuance of Bank Guarantees & SBLCs Inland and Foreign 5. Issuance of Import LC, document checking and payment 6. Export Finance Pre and Post Shipment 7. Export LC advising, bills lodgment 8. Inland trade, bills discounting
Education
Knowledge of RBI Guidelines on trade finance products, FEMA guidelines Issuance of Bank Guarantees & SBLCs Inland and Foreign Issuance of Import LC, document checking and payment
Employment Type
Full Time
Key Skills
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