Private Wealth Manager

Private Wealth Manager

Bandra East, Mumbai

5 years

Wealth ManagementPortfolio ManagementFinancial ManagementPrivate EquityCommodity TradingPrivate Equity FundInvestment ManagementInvestment Advisory

Job Description:

Job Requirements

Experience in revenue generation through financial products : Fixed Income, AIF, MF, Equity, Commodities, Lending, Deposits, PMS, PE and Unlisted products, etc.

Proven experience in private banking, wealth management, or a related field, with a strong track record of managing a self-sustained client book.

Strong client UHNI network and relationships

Exceptional communication skills.

Ability to think Big

High on integrity, Passionate, Ambitious, Entrepreneurial mindset

Relationship management skills, collaborative approach and a team player

Exp – 5+ years of experience into Private wealth management.

Education – Graduate with MBA from Premier B schools