Wealth Manager - Private Banking

We are hiring for many Premium Wealth Management firms whom are actively hiring for Private Banking / Private Wealth roles as well as the Leadership Level roles.

Location - Mumbai

Role - Playing Captain / Wealth Manager

Playing Captain Role : Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module)

Role & responsibilities

• Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates.
• Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).-
• Our Client a Premium Wealth Management firm and a Private Bank is hiring for Regional Head-Wealth Management Role.
• Deliver personalized investment solutions aligned with clients' financial goals and risk appetite.-
• Drive Asset Under Management (AUM) growth, net sales, and market share expansion.
• Develop and implement strategies to maximize client retention and acquisition.
Perks and benefits :
• Salary
• ESOPS
• Incentives (25%-35%)

Preferred candidate profile

(ref : iimjobs.com)