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Private Banking Relationship Manager (Wealth) Leading Finance Company

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 Private Banking Relationship Manager (Wealth) Leading Finance Company

Job Description


Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management)


Interested please call MAHEK 9137263*** and drop resume at qu****************y@gm**l.com


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

  • Strong client UHNI network and relationships
  • Exceptional communication skills
  • Ability to think Big
  • High on integrity
  • Passionate, Ambitious & perseverant, Entrepreneurial mindset
  • Relationship management skills, Collaborative approach and a team player

Exp 4+ years of experience into Private wealth management.

Education Graduate with MBA from Premier B schools

Job Classification

Industry: Banking
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Leading Finance
Location(s): Hyderabad

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Keyskills:   wealth Private Wealth Management Private Banking Priority Banking Private Wealth

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₹ 25-40 Lacs P.A

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Leading Finance

Leading Finance company