Wealth Manager/Private Banker - HNI/UHNI

Our Client a leading Wealth Management firm is hiring for Wealth Manager Role for Mumbai Location

Exp: 7 Years to 19 Years

Perks:

Best in Industry Incentive Structure

Targets- From the Joining date for 1st Year-1x, 2nd Year-2x, 3rd Year-3x, 4th Year-4x , subject to max 5x

Incentive Structure- 20% of CTC

Roles & Responsibilities:

1. Connect with High-Net-worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Family offices and introduce products across MF / PMS / AIF.

2. Introduce MF / PMS / AIF solutions for product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.

3. Deepen the relationship and increase the share of wallet

4. Network with clients to identify avenues for new business opportunities.

5. Maintain highest level of service and delivery to all clients.

6. Maximize client experience by proactively sharing market updates, trends and other information.

7. Ensure compliance with all regulatory requirements and company's policies & processes at all times.