Alpha Alternatives - Relationship Manager - Private Wealth
BFSI (Operations & Lending)
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Job Description
Responsibilities :
- Build and manage relationships with UHNI's in designated location including family offices and Corporates.
- Think strategically about building and scaling up a client relationship management platform.
- Understand the nuances of each product and strategy and build investor portfolio accordingly.
- Conceptualise and deliver quality advise and excellent investor service.
- Continuously explore referencing and cross selling opportunities across the various investment management products of the firm
Desired Profile:
- Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs.
Looking to get Placed? Try our Placement Guarantee Plan
- MBA from premium business schools/CA/CFA or equivalent may have an edge.
- Direct linkage with/relationships with UHNI's and corporates across location
- Proven sales experience in client relationship role within the wealth management/Corporate Banking/Asset management space.
- Collaborator with an entrepreneurial predisposition and strong interpersonal and managerial skills.
Skills
SalesAsset ManagementClient RelationshipCorporate BankingCross SellingWealthWealth ManagementCaCfaIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
21 Jun 26, 05:08 PM IST
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