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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
