Position: Wealth Manager - Sales
Timeline: immediately- as soon as possible
Experience:
- 5+ years as a wealth manager at a major private bank such as HDFC, ICICI, Kotak, YES or NBFCs such as DHFL and Canfin homes or other premium financial advisory firms. Preferably, dealing with HNIs.
- Must have had experience managing clients with a minimum investment of 1 Cr.
- Must have excellent references from past places of employment.
Brief Discussion Points on the Role:
- The Relationship Manager will be Responsible for acquiring Ultra-High Net Worth clients
- Individual must sell Guardian Group services to prospective clients.
- Individual must conduct and assist in organizing seminars, workshops and other business development activities.
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