Senior Relationship Manager Private Wealth
Management 2000 Placements And Recruitments · Ahmedabad · onsite · Posted 30d ago
₹18.0L - ₹30.0L PA7–12 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Proactively source and acquire new HNW and UHNW clients through referrals, personal networks, Construct and recommend asset allocation strategies across various asset viz. AIF, PMS, equities, fixed income, real estate, private equity, mutual funds
Required Candidate profile
Minimum of 5–8 yrs of exp in private banking, wealth management, or premier banking with a proven track record of managing a high-value Book of Business (AUM) & aspire to make career in Private wealthSourced from naukri
Skills
Portfolio Management ServicesPrivate ClientStructured ProductsPMSAifUltra HniHNIprivate wealthPrivate BankingPortfolio ManagementMFWealth ManagementFamily OfficeAlternative InvestmentsInvestment