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Private Wealth Relationship Manager
Hyderabad, Telangana, India · Full Time
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- 1 day ago
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Job description
Overview
Join 2sr Innovations, a manpower firm with 15 years of expertise in staffing Banking, Broking, and Infrastructure sectors, as a Private Wealth Relationship Manager based in Hyderabad. In this role, you will be responsible for expanding the asset under management (AUM) and acquiring new high-net-worth clients, while maintaining premium relationships with ultra-high-net-worth individuals (UHNW), promoters, and CXO-level executives.
Key Responsibilities
- Strategize and execute plans to continuously increase overall portfolio size.
- Effectively source and onboard breakthrough High-Net-Worth individuals who are new to the firm.
- Achieve aggressive revenue targets through the promotion and monetization of investment products.
- Engage with the market actively to identify potential promoter-family wealth accounts and grow the client base.
- Provide tailored asset allocation advice to UHNW clients, promoters, and CXOs.
- Maintain premium, high-touch relationships with existing and prospective clients.
Candidate Profile
- Strong consultative skills to advise top-tier clients on customized investment strategies.
- Experience interacting and managing relationships with CXO level executives and promoter families.
- Ability to hunt and secure new promoter-family wealth accounts efficiently.
Additional Information
- For further information, candidates may contact Ruhi at 9113961458.