Key Responsibilities
- Identify, develop, and manage client relationships deliver a suite of services and products catered to the client’s 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
- Client segment: UHNW clients with Financial Assets of INR 25 Cr & above
Experience
- Total of 10 years of work experience of which minimum 5 years of experience handling UHNI Clients in Private Wealth units of domestic banksNBFCs Private wealth platforms
- Preferred: Financial Advisors, Relationship Managers from both corporate and private banking roles in banks and NBFCs
Qualification
Functional Competencies
- Understanding of broader economy global and local, knowledge of capital markets, various asset classes
- Ability to decipher client psyche and risk profile
- Experience in investment or financial services
Behavioral Competencies
- Ability to think BIG, High on Integrity, Passion, Ambition & initiative, Perseverance, Entrepreneurial mindset
- Relationship management skills, interpersonal skills, collaboration, excellent communication and articulation skills, team player
Department: Edelweiss Private Wealth
Location: PAN India
To apply, kindly email your resume at careers.privatewealth@edelweissfin.com
Subject: FA Role Name – Location
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