Wealth Manager - UHNI

About the client:

- Company Name: Financial Servies

- Industries: Banking / Financial Services / Broking

- Company Type: Forbes Global 2000

- Funding Stage: Other

- Headquarter Location: Bangalore

- Nature of Offering: Service

- Founding Year: 2003

- No of Employees: 501-1000

- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

- Manage Ultra HNIs, Professional Investors, PMS Firms, Family Offices, corporates, trusts, banks and Prop Funds.

- Acquire and manage HNIs having a relationship of 5 Cr & above comprising investments, banking, lending & estate planning.

- Acquire large Family Offices and UHNIs, endeavor is to build a mix book within different client segments

- Accountable for acquiring and managing HNI's as well as promoters and Promoter companies.

- Maintaining client relationships and generating AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients