Private Wealth Relationship Manager - Bank

Synergy Hr consultancy is looking to hire RM Wealth across Pan India

Experience: 8+ years in Wealth Management with an existing client book.

Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & Retention

Requirements: Must have a strong AUM portfolio and proven track record in Wealth Management

Responsibilities

• Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth
• Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
• Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
• Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.

Well verse with Equity , MF, PMS , AIF , Structured Product

Compensation: Upto 40 lacs plus bonuses

This is a Standalone Position , No Team will be provided