Job Description
Account Manager
Client: Leading Private Wealth Management Firm
Location: Mumbai
Experience: 2–5 Years
Education: Graduate/Postgraduate (MBA/CA preferred)
Role Overview
Work closely with senior Private Bankers to drive client acquisition, AUM growth, and portfolio management for HNI and professional clients.
Key Responsibilities
Client Acquisition (≈65%)
• Identify monetization events (stake sales, fund raising, IPOs, real estate, block deals).
• Build strong referral networks with IBs, PE professionals, lawyers, CAs, consultants, and brokers.
• Develop prospect pipeline across focused segments (doctors, lawyers, consultants, promoters).
• Support senior Private Bankers with prospect tracking and funnel management.
Client Management (≈35%)
• Assist in portfolio management, asset allocation, and investment strategy.
• Support execution of complex/non-vanilla transactions (PE, MLDs, InvITs, AIFs).
• Coordinate portfolio reviews, rebalancing, and reinvestment planning.
• Ensure proactive client coverage and seamless account management.
Skills Required
Soft Skills
• High ownership, strong communication, strategic mindset.
• Organized, disciplined, and able to multitask under pressure.
Technical Skills
• Strong understanding of wealth products (MFs, PMS, AIFs, Bonds, MLDs, REITs/InvITs).
• Basic equity research and investment pitching skills.
• Proficient in Excel & PowerPoint.
Client: Leading Private Wealth Management Firm
Location: Mumbai
Experience: 2–5 Years
Education: Graduate/Postgraduate (MBA/CA preferred)
Role Overview
Work closely with senior Private Bankers to drive client acquisition, AUM growth, and portfolio management for HNI and professional clients.
Key Responsibilities
Client Acquisition (≈65%)
• Identify monetization events (stake sales, fund raising, IPOs, real estate, block deals).
• Build strong referral networks with IBs, PE professionals, lawyers, CAs, consultants, and brokers.
• Develop prospect pipeline across focused segments (doctors, lawyers, consultants, promoters).
• Support senior Private Bankers with prospect tracking and funnel management.
Client Management (≈35%)
• Assist in portfolio management, asset allocation, and investment strategy.
• Support execution of complex/non-vanilla transactions (PE, MLDs, InvITs, AIFs).
• Coordinate portfolio reviews, rebalancing, and reinvestment planning.
• Ensure proactive client coverage and seamless account management.
Skills Required
Soft Skills
• High ownership, strong communication, strategic mindset.
• Organized, disciplined, and able to multitask under pressure.
Technical Skills
• Strong understanding of wealth products (MFs, PMS, AIFs, Bonds, MLDs, REITs/InvITs).
• Basic equity research and investment pitching skills.
• Proficient in Excel & PowerPoint.
💡 Quick Summary
Seeking a career-building opportunity? The Account Manager for Private Wealth Management Firm position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.