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Private Wealth / Private Banker - Excellent Opportunity

Manthan Manpower Solutions
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22,50,000 - 37,50,000 P.A. Posted 60 days ago Job Applicants: 512 Job Views: 2500+

Job Description

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    Senior wealth managers with prior experience working in a private bank/wealth management set up

    Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above

    Experience of advising clients across asset classes

    Current book size of 30+crs

    Strong analytical skills and ability to work in teams


    The relationship manager will be responsible for acquiring and maintaining client relationships using Private Wealth platform

    Advising Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

    Track the Ultra HNI segment in the market for new client acquisition

    To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

    Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes

    To coordinate with product and research team for taking investment decision for the clients

    To conduct and assist in organizing seminars, workshops and other business development activities

    To prepare the MIS reports in the specified formats


    An MBA (finance or marketing) Degree holder or focused education in financial planning/wealth management

    Other qualifications like CFP will be an advantage

    4+ years of relevant work experience in the financial industry preferred

    Desired Skill Set:

    Ability to inspire trust and confidence in clients

    Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being

    A thorough understanding of financial markets, their behavior, movements and expectations with respect to market

    Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients

    Excellent oral and written communication skills with clarity of 
    thought, speech and expression Excellent interpersonal skills

    Ability to travel domestically and internationally if required for NRI clients

    Good Analytical Skills

    General Competencies:

    Positive attitude, socially effective, high level of perseverance and patience

    Assertive & hard working

    Result oriented

    Attention to detail

    Preferred Location:


    Interested Professionals please share your profile on or call on 9673711611.

Salary: INR 22,50,000 - 37,50,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above
Company Profile:

Manthan Manpower Solutions

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Raj Verma HR Consultant Manthan Manpower Solutions Mumbai

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