Relationship Manager - Private Wealth - BFS

Urgent opportunity for Relationship Manager - Private wealth

Looking for a Relationship Management expert having expertise in handling HNI & UHNI clients for one of our leading finance company

Function / Department / Vertical : Wealth

Core Responsibilities :

- Understand investment needs & create a long term Asset Allocation plan and managing complete family wealth

- Acquire, manage and advise UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&A, and Private Equity

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

Desirable Candidate Profile & Experience :

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures

- Should be relationship oriented with good inter-personal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of UHNI Clients

If interested kindly apply with updated CV with below mentioned details:

Total Work Experience:
Relevant Work Experience:
Team handling Experience - Yes/No
Current Compensation:
Expected Compensation: 
Notice Period:
Qualification: 
Current Location: 

Preferred location: 
Reason for change: