Senior Wealth Manager - Sales - Bank (5-12 Yrs) Mumbai (BFSI Sales) by PLEXO

Updazz.com (July-2017 से पंजीकृत) ने 13 दिन पहले इस नौकरी को पोस्ट किया था

Job Mode: OnsiteJob Type: Full-timeWorking Days: 5Industry: FintechAbout the Company:It is a global retail banking and wealth platform built for residents of emerging markets - including India, the Middle East, and Southeast Asia-who are embracing an international lifestyle.What You ll Do:- The company is seeking a Senior Wealth Manager / Private Banker - HNI & UHNI Client Acquisition (AUM Origination) for a full-time, on-site role based in Mumbai. This is a front-office, revenue-generating role focused on bringing fresh assets under management (AUM) onto the platform, ideally suited for professionals currently working in private banking, wealth management, multi-family offices, or investment advisory platforms.- The successful candidate will be responsible for sourcing new client relationships, building a strong investor network, and onboarding high-net-worth and ultra-high-net-worth clients to the company s platform. Candidates with an existing HNI client network strongly preferred.Key Responsibilities- Originate and onboard new clients and fresh AUM to the company s platform- Build and maintain relationships with existing HNIs, UHNIs, founders, entrepreneurs, global professionals, and NRIs- Develop and grow a personal pipeline of prospective investors through networking, referrals, and strategic partnerships- Present the company s global banking and investment platform to prospective clients- Convert prospects into long-term clients and grow their engagement with the platform- Build and manage a scalable book of client assets while maintaining strong client relationships and retention- Identify opportunities to deepen client relationships across global banking, investments, and cross-border financial solutionsWhat Success Looks Like- Build a book of - 50- 200 crore of client assets over time- Consistently originate new HNI / UHNI client relationships- Establish the company as a trusted platform for global investing among your network- Drive meaningful inflows onto the platform through referrals and strategic introductionsBackgrounds That Typically Succeed in This Role- Private bankers from leading banks or wealth platforms- Relationship managers covering HNI / UHNI clients- Advisors from multi-family offices or investment advisory firms- Professionals with a strong founder, entrepreneur, or NRI client networkWhat We re Looking For:- Proven track record of raising assets and acquiring new clients in wealth management, private banking, family offices, or investment advisory- Strong network among HNI / UHNI / founder / NRI investor communities- Deep understanding of investment products including equities, funds, global portfolios, andalternative investments- Excellent relationship-building, communication, and presentation skills- Entrepreneurial mindset with strong commercial drive and ownership mentality- Experience working with NRI, global professionals, or internationally diversified portfoliosis a strong advantage.Qualifications- 5-12 years of experience in wealth management, private banking, or investment advisory- Relevant certifications such as CFA, CFP , or NISM are advantageous- Bachelor s or Master s degree in Finance, Economics, Business, or a related fieldWhy Join Us?- The company offers a unique platform for entrepreneurial wealth professionals who want to go beyond traditional private banking.
-With global investing capabilities, cross-border financial infrastructure, and a modern digital platform, the role provides the opportunity to build and scale a meaningful client franchise while helping investors access international opportunities that traditional domestic platforms often cannot offer.- Top performers will have the opportunity to build a meaningful client franchise on the company s platform and grow alongside the firm as it scales globally. (ref:updazz.com)

Payroll Type : Permanent