Wealth Manager - Sales - Bank (5-7 yrs)
We are boutique wealth management firm catering to the needs of Telangana & AP HNIs, UHNIs, C-Level executives and Corporate Treasuries.
We are looking for a Wealth manager with a deeper experience and understanding of the local market and relationships.
Education : MBA, CA, CFA - Any graduate / Post Graduate with specialization or Certifications in Finance & ambition to pursue long term career in Investment management
- You should have an existing Investment AUM of a minimum 50 Crore++ &
- Minimum 5 Years relevant experience of managing HNI Clients & portfolio advisory in sales function or competency to sell
- Deeper understanding of MFs, PMS, AIF products and ability to sell them
- Understanding appetite of customers in private markets and ability to navigate the requirements
