Senior Affluent Wealth Manager
- tation Enterprise Llp
- 10 Positions
- Ahmedabad
- 19 days ago
- Email to a friend
- Report this job
Job Description
Job Title: Relationship Manager Wealth
Location: Ahmedabad, Surat, Rajkot, Baroda
Job Description:
We are looking for Relationship Managers with experience in wealth management, broking, or private banking to acquire, manage, and grow affluent and high-net-worth client relationships.
Key Responsibilities:
Acquire and manage affluent and high-net-worth clients
Generate and grow client investment portfolios through advisory services
Advise clients on mutual funds, portfolio management services, alternative investments, and equity products
Build long-term client relationships and increase wallet share
Drive client acquisition through networking and referrals
Work closely with research and product teams to provide investment solutions
Achieve business and revenue targets
Preferred Candidate Profile:
Experience in wealth management, broking, private banking, or investment advisory
Experience managing clients with investments of 25 lakhs and above
Strong client acquisition and relationship management skills
Good understanding of financial markets and investment products
Stable career track record preferred
Candidates with an existing client base and portfolio management experience will have an advantage
Benefits:
Strong advisory-led platform
Attractive incentive structure
Career growth opportunities
Research-driven investment solutions
Opportunity to build a long-term client franchise
Employement Category:
Employement Type: Full timeIndustry: Investment Banking / Venture Capital / Private EquityRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Senior Affluent Wealth ManagerContact Details:
Company: tation Enterprise LlpLocation(s): Ahmedabad
Keyskills: private banking financial planning nism client acquisition wealth management relationship management business development portfolio management
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in