Relationship Manager - Private Wealth

Responsibilities :

- Build and manage relationships with UHNI's in designated location including family offices and Corporates.

- Think strategically about building and scaling up a client relationship management platform.

- Understand the nuances of each product and strategy and build investor portfolio accordingly.

- Conceptualise and deliver quality advise and excellent investor service.

- Continuously explore referencing and cross selling opportunities across the various investment management products of the firm

Desired Profile:

- Professional with a proven track record, with >10 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs.

- MBA from premium business schools/CA/CFA or equivalent may have an edge.

- Direct linkage with/relationships with UHNI's and corporates across location

- Proven sales experience in client relationship role within the wealth management/Corporate Banking/Asset management space.

- Collaborator with an entrepreneurial predisposition and strong interpersonal and managerial skills.