Wealth Manager / Sr. Wealth ManagerLocations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, MumbaiCompanyA leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs), with extensive use of technology-abled platforms. It offers products across all asset classes from Equity, Fixed Income & Real Estate to Alternate Investment Products and Unlisted Securities. It is also a Business Affiliate of one of the BankFounded in by an IIM Ahmedabad and a veteran investment banker with 22+ yrs. experienceIt is a platform that provides services like insurance broking, institution broking, asset management and wealth management (pan India)Services – Investment Banking, Fixed Income, Capital Market, Insurance Broking, Institutional Equities, Portfolio Management, Wealth Management, Asset ManagementLocation – Mumbai and AhmedabadClients – supporting in sectors like Consumer, Financial Services, Healthcare & Pharma, Industrial, Infrastructure & Real Estate, Technology mainly Mahindra Finance, Tata Capital, ICICI Home Finance, Edelweiss, IIFL Finance, Rolex Ring, Muthoot Finance, SBI Mutual Fund, Aditya Birla Sun Life Insurance/Goldman SachsPosition:5+ yrs. of experience in Wealth Management spaceShould have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & marketsOnboarding, Handling and Managing HNI / Ultra HNI clientsAccountable to achieve Annual revenue, AUM & Strategic product targets in the respective geographyAiming for consistent growth of customer wallet share and book sizeAdvising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutionsAbility to work in partnership with the Bank and drive leads & AUMService existing clients with the support of client servicing teamConstantly review client portfolios and give a birds’ eye view.
Job Title
Senior Wealth Manager