Private Wealth Relationship Manager - Banking

Industry - Banking / Financial Services / Broking

Category - Finance

Skills - Wealth Management, Private Wealth Management, Investment Analysis, Equity, Wealth Advisory, Mutual Funds, PMS

Job Type - Permanent

Description:

1. Book Management

2. Client Engagement

3. Product Management

Client Details:

About Nuvama:

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over - 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.

The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the "client-first" philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey.

'Vama' stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh new perspective that we bring to creating and managing our clients' wealth. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage.

About the Brand:

'Vama' stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh new perspective that we bring to creating and managing our clients' wealth - be it individuals, families, corporates or institutions. It stands for our obsession with customer centricity in everything we do, making Nuvama the partner of choice at every step of our client's journey.

At Nuvama we believe in always putting our client's interest above ours.

Description :

- Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements

- Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives

- Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients.

- Leverage the integrated Edelweiss Platform, establish synergies to scope opportunities continuously for clients

- Team handling experience for TL candidates

Client segment: UHNW clients with Financial Assets of INR 25 Cr & above

Profile :

Experience:

Total of 10 or more years of work experience of which last 5 years (min.) handling UHNW Clients in Private Wealth units of domestic banks/NBFCs/ Private wealth platforms

Preferred: Relationship Managers from both corporate and private banking roles in banks and NBFCs.

Qualification:

Graduate, MBA, CA, CFA

Functional Competencies:

- Understanding of broader economy - global and local, knowledge of capital markets, various asset classes

- Experience in investment/financial services

- Ability to decipher client psyche and risk profile

Behavioral Competencies :

- Ability to think BIG, High on Integrity, Passion, Ambition & initiative, Perseverance, Entrepreneurial mindset

- Relationship management skills, interpersonal skills, collaborative, excellent communication skills, team player

Target Companies :

- Private Wealth units of domestic banks/ Private wealth platforms/NBFC

Job Offer :

Our client is among the leading players in wealth management space.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4236 3216.

Contact - Somaira Khan - +91 22 4236 3216

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