Website Vitasta Consulting
Key Responsibilities:
– Lead, manage, and mentor a team of Relationship Managers and drive team performance.
– Acquire and manage HNI/UHNI client relationships and support RMs in client acquisition and relationship deepening.
– Understand client objectives and develop long-term asset allocation and wealth management strategies.
– Advise clients across Equities, Mutual Funds, Fixed Income, Alternate Investments, and Structured/Exotic Products.
– Drive AUM growth, revenue generation, client retention, and wallet share.
– Coordinate with Product, Research, and Investment teams to provide customized investment solutions.
– Support clients on broader financial requirements including Corporate Finance, M&A, and Private Equity.
Experience & Skills:
– 15 – 18 years of experience in Wealth Management, Private Banking, or Investment Advisory.
– Proven experience managing HNI/UHNI clients and a team of Relationship Managers.
– Strong track record in client acquisition, AUM growth, and revenue generation.
– Strong knowledge of Equities, Mutual Funds, Fixed Income, Alternate Investments, and Wealth Planning.
– Strong communication, leadership, analytical, and business development skills.
– Prior experience with a Private Bank or Wealth Management firm preferred.
To apply for this job please visit www.iimjobs.com.
Applying? Get your resume ready first: build or download your TCI resume.
