Senior HNI Wealth Relationship Manager

Relationship Manager - Private Wealth (Designation will be based on the experience)

Location : Mumbai, Delhi, Bangalore

About Us :

We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs).

Job Summary :

This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters.

• Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including :

Direct equities

Portfolio Management Services (PMS)

Alternative Investment Funds (AIFs)

Mutual funds

Structured products

Arbitrage opportunities

Private investments

Legacy planning

International investing

Tax minimization strategies

Compensation and Benefits :

Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive.

Senior team members will also be eligible for generous Employee Stock-Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

ref : iimjobs.com)