Wealth Management Advisor

Leading Financial Company Hiring Private Banking Relationship Manager

Interested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.com

Individual Role

Good Stable candidates from Banks MNCs Broking Firms NBFC

Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

Job Role -

• Providing financial solutions for high net worth clients.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
• Sharing model portfolios with clients
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements

Exp – 4+ years of experience into Private wealth management.

Education – Graduate with MBA from Premier B schools

Interested please share resume on quotientconsultancy@gmail.com and can connect with

MAHEK 9137263337