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Private banking RM
Vitasta Consulting Pvt Ltdkolkata, India3 hours ago
Job description10-14 years of experience in wealth management, with a proven track record of managing UHNIs. Strong AUM experience (500-700 crores). Experience in wealth management, focusing on Ultra high-value clients, preferred.
About the Opportunity :
We are looking for a skilled Senior Relationship Manager (RM) to acquire, manage, and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores). This is an individual contributor role with the opportunity to manage an AUM of 5 00 -700 crores .
Key Responsibilities :
- Build and maintain long-term relationships with UHNIs.
- Advise clients on PMS, Mutual Funds, and AIFs .
- Manage a significant book of business and grow client portfolios.
- Report to the Business Head and collaborate with internal specialists.
Requirements :
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Banking • kolkata, India