Leading Wealth Mgt and financial advisory firm requires Sr Manager -Wealth Management and sales -Mumbai( BKC)- One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries. – We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. – We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,- It has accumulated a wealth of tacit domain knowledge. The client is a leading Treasury and Risk Management Advisory firm with over 20 years of expertise in foreign exchange, commodities, and structured treasury solutions for corporates and institutions. – As part of a diversified financial services group, it is also has a sister concern, a Multi-Family Office and Advisory firm that provides tailored investment and non-investment solutions to High-Net-Worth Individuals (HNIs), family offices, single-family businesses, and corporates.- We are looking out for Sr Manager- Wealth sales and Management for our client office in Mumbai at BKC- MumbaiRole Overview-Job Title: Sr Manager- Wealth sales Location: Mumbai@BKCJob Type: Full-time- We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 7-10 years of experience managing HNI’s UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI’s,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms.Key Responsibilities:- Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.- Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a – 5 Cr – 50 Cr ticket size range.- Business Growth & Strategy : Expand the wealth management business with a long-term vision.- Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning.Performance Expectations:- Year 1: Generate revenue equivalent to 1x of annual fixed CTC including bonus.- Year 2: Generate revenue equivalent to 2x of annual fixed CTC including bonus.- Year 3: Generate revenue equivalent to 3x of annual fixed CTC including bonus.Qualifications & Experience :- 7-10 years in wealth management , multi family office , mutual fund distributors , banks serving HNIs and family offices across wealth products.- Strong relationships with family offices, UHNIs will be preferred.- Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM up to 25-50 Crore and a set of clients that they can shift in a year.- Proven ability to raise capital and manage large portfolios.- Entrepreneurial mindset with interest in running a venture with equity participation.- Experience in building and leading teams.- Willingness to travel for investor meetings and networking.What We Offer:- Competitive Fixed + Variable Pay plus ESOPs.- Access to a premier network of UHNIs and family offices.- Long-term opportunity to scale a multi-family office.- Support of clients from the parent company IFA Global and existing 100’s of relationships.- Coaching\/Mentoring from Harvard educated coaches.- Working Closely with MD and Senior Board members.- Flat Structure with ZERO Politics environmentIf the position interest you kindly share your cv or contact Pranav- 7011354635Share the following details- current fixed CTC and Notice period- Expected ctc- Relevant experience in Wealth sales (ref:updazz.com)<\/p>\n
Leading Wealth Mgt and financial advisory firm requires Sr Manager -Wealth Management and sales -Mumbai( BKC)- One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[29],"tags":[132,136,135],"class_list":["post-5518","post","type-post","status-publish","format-standard","hentry","category-jobs-in-mumbai","tag-jobs-latestjobs-jobsupdates","tag-sales","tag-senior"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_likes_enabled":true,"jetpack-related-posts":[],"jetpack_shortlink":"https:\/\/wp.me\/pgs0IK-1r0","_links":{"self":[{"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/posts\/5518","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/comments?post=5518"}],"version-history":[{"count":0,"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/posts\/5518\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/media?parent=5518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/categories?post=5518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.whitehattoolbox.com\/jobsinindia\/wp-json\/wp\/v2\/tags?post=5518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}