Wealth Relationship Manager-Kannur

Wealth Relationship Manager-Kannur

15 Oct
|
Merito
|
Kannur

15 Oct

Merito

Kannur

Job Description

About :

A leading mid market investment bank with strong practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth.

Led by seasoned bankers, we work with the largest and the most reputed investors.

Roles & Responsibilities :

- Handling and managing HNI clients.
- Achieving annual revenue, AUM & Strategic product targets in the respective geography.
- Servicing existing clients with the support of client servicing team.
- Adhering to all regulatory, statutory,





and corporate compliance standards.
- Effectively networking across markets and generating potential business leads.

Requirements

- 5+ years of experience in Wealth Management.
- Must be graduate and have great command over English & Regional Language.
- Should have strong communication and presentation skills.
- Excellent Relationship Management skills.
- Extensive HNI client handling & transaction closure experience.
- Strong blend of analytical thinking and operations execution.

Requirements

5+ years of experience in Wealth Management. Must be graduate and have great command over English & Regional Language. Should have strong communication and presentation skills.

Excellent Relationship Management skills. Extensive HNI client handling & transaction closure experience. Strong blend of analytical thinking and operations execution.

16 hours ago

▶️ Wealth Relationship Manager-Kannur
🖊️ Merito
📍 Kannur

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Wealth Relationship Manager-Kannur

Wealth Relationship Manager-Kannur

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Wealth Relationship Manager-Kannur

Wealth Relationship Manager-Kannur

> > About : > A leading mid‐market investment bank with strong practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing custo [...]
Kannur
29 Oct
    Kannur
    29 Oct

Wealth Relationship Manager-Kannur

Wealth Relationship Manager-Kannur

Job Description About : A leading mid market investment bank with strong practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servici [...]
Kannur
15 Oct
    Kannur
    15 Oct
Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: wealth relationship manager-kannur