Private Wealth Relationship Manager Banking

Industry Banking Financial Services Broking Category Finance Skills Wealth Management Private Wealth Management Investment Analysis Equity Wealth Advisory Mutual Funds PMS Job Type Permanent Job Description 1 Book Management 2 Client Engagement 3 Product Management Client Details About Nuvama Nuvama Wealth Management formerly Edelweiss Wealth Management is one of Indias leading wealth and asset management firms with Assets under Advisory AUA of over 2 00 000 cr Nuvama Wealth Management NWM is backed by the highquality parentage of the Edelweiss Group and a global partnership with PAG a leading Asiabased investment firm The business serves close to a million customers comprising a diversified set of affluent customers 850K UHNIs and family offices 2800 institutional clients 700 and corporates 500 With a scaled and integrated platform encompassing wealth solutions asset management institutional securities and capital market advisory and a deep belief in the clientfirst philosophy NWM believes in delivering bestinclass outcomes for our clients at every step of their journey Vama stands for wealth and prosperity in Sanskrit and Nuvama is a unique word and an embodiment of the fresh new perspective that we bring to creating and managing our clients wealth Our edge comes from our deep experience and expertise leading research product innovation all supported by a robust governance framework NWM is present across 450 locations in India and overseas and boasts of a 23 000 partner network for maximum service coverage About the Brand Vama stands for wealth and prosperity in Sanskrit and Nuvama is a unique word and an embodiment of the fresh new perspective that we bring to creating and managing our clients wealth be it individuals families corporates or institutions It stands for our obsession with customer centricity in everything we do making Nuvama the partner of choice at every step of our clients journey At Nuvama we believe in always putting our clients interest above ours Description Identify develop and manage client relationships deliver a suite of services and products catered to the clients requirements Negotiate structure transaction proposals that cater to the client requirements and meet their broader investment objectives Act as the primary point of contact and overall relationship manager for those clients Support the client wherever possible be the first port of call for those clients Deepen relationships with existing clients Leverage the integrated Edelweiss Platform establish synergies to scope opportunities continuously for clients Team handling experience for TL candidates Client segment UHNW clients with Financial Assets of INR 25 Cr above Profile Experience Total of 10 or more years of work experience of which last 5 years min handling UHNW Clients in Private Wealth units of domestic banks NBFCs Private wealth platforms Preferred Relationship Managers from both corporate and private banking roles in banks and NBFCs Qualification Graduate MBA CA CFA Functional Competencies Understanding of broader economy global and local knowledge of capital markets various asset classes Experience in investment financial services Ability to decipher client psyche and risk profile Behavioral Competencies Ability to think BIG High on Integrity Passion Ambition initiative Perseverance Entrepreneurial mindset Relationship management skills interpersonal skills collaborative excellent communication skills team player Target Companies Private Wealth units of domestic banks Private wealth platforms NBFC Job Offer Our client is among the leading players in wealth management space To apply online please click the Apply button below For a confidential discussion about this role please contact Somaira Khanon +1 22 4hidden mobile Contact Somaira Khan +1 22 4hidden mobile The Apply Button will redirect you to website Please apply there as well