Relationship Manager- Wealth Management

Vitasta Consulting Pvt Ltd

Job Location:

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

RESPONSIBILITIES & TASKS:

Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance M & A and Private Equity.
Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Managingclient relationships and generating AUM from preferred clients.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.

CORE SKILLS & EXPERIENCE REQUIREMENTS

Complete understanding in Equities (must) MF tax planning financial planning profiling fixed income and exotic structures.

Skills & Experience:

Experience of advising clients across asset classes.
Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

PERSONAL CHARACTERISTICS

Communication skills - organizes thoughts logically and articulates them clearly and concisely
Drive For Results / Business Acumen Focus
Displays ability to think out of the box. Solution provider.
Strong analytical skills and ability to work in teams.

Required Skills:

strong expertise in equity marketsasset allocation & portfolio management

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their business needs rela...