We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 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.
Qualifications & Experience:
? 7-12 years in wealth management , managing HNIs and family offices.
? Strong relationships with family offices, UHNIs.
? Expertise in wealth products, structured investments, and alternative asset classes. They should have their own AUM upto 50crs and a set of clients.
? 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 and existing 100's of relationships.
? Coaching/Mentoring from Harvard educated coaches.
? Working Closely with Mr.Abhishek Goenka.
Job Type: Full-time
Pay: ₹100,000.00 - ₹200,000.00 per month
Experience:
Sales: 7 years (Preferred)
Relationship management: 7 years (Preferred)
Portfolio management: 7 years (Preferred)
AUM Management: 7 years (Preferred)
Upselling: 7 years (Preferred)
investment advisory : 7 years (Preferred)
Financial concepts: 7 years (Preferred)
Client Acquisition: 7 years (Preferred)
Wealth management: 7 years (Preferred)
Work Location: In person
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