Relationship Manager - Sales - UHNI/Family Office - Private Bank (5-20 Yrs) Bangalore/Hyderabad/Chennai/Kolkata/Mumbai/Navi Mumbai/Delhi NCR/Delhi/Gurgaon/Gurugram/Cochin/Kochi (BFSI Sales) by RADIATE RAYS CONSULTANTS

Updazz.com (July-2017 से पंजीकृत) ने 16 दिन पहले इस नौकरी को पोस्ट किया था

Job Title: UHNI / Family Office Private BankerJob Summary :We are seeking a seasoned Private Banker to manage and expand relationships with Ultra High Net Worth Individuals, business owners, and multi generational Family Offices. The role requires delivering sophisticated investment solutions, strategic wealth advisory, and long term capital preservation strategies tailored to complex client needs.Key Responsibilities :- Acquire and manage UHNI and Family Office relationships with significant AUM size- Develop customized portfolio strategies across equity, fixed income, alternatives, and global investments- Offer solutions across Mutual Funds, PMS, AIF, Structured Products, Private Equity, Real Estate Funds, and International offerings- Drive revenue through advisory led engagement and asset allocation strategies- Work closely with internal investment, research, and product teams to create bespoke solutions- Provide guidance on estate planning, succession planning, trust structures, and intergenerational wealth transfer- Maintain strong governance, compliance, and risk management standards- Build deep promoter level and CXO level relationshipsIf you re exploring new opportunities or know someone who might be a great fit, feel free to reach out us or drop a comment below. (ref:updazz.com)

Payroll Type : Permanent