Recruiter at DSP Eminence Consulting Services
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Private Wealth Manager - Sales - Broking Firm (5-15 yrs)
We have opening for Private Wealth Manager into a leading Broking Firm for the said locations.
Anyone with relevant experience and interested for job change can share updated CV here
Job Description :
Qualification : Graduate/Post Graduate
Experience : Relevant wealth management experience
Industry : Financial Services, Broking House (Preferably Wealth Management exposure)
CTC : 14-16 LPA
1. To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile
2. To meet the revenue and product mix targets
3. Gateway to any requirement
4. Recommendation of products as per client requirement.
5. Manage 40 to 50 clients
6. Should generate revenue of 3 - 5 times cost.
7. Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.
8. Should maintain & continuously develop high end client base.
9. To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.
10. To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
