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22/09 Wodehouse Capital Advisors Pvt Ltd
VP - HR at Wodehouse Capital Advisors

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Wodehouse Capital Advisors - Senior Wealth Relationship Manager - Sales - UHNI (5-15 yrs)

Delhi/Delhi NCR/Gurgaon/Gurugram/Mumbai/Navi Mumbai Job Code: 177811

Wealth Management - UHNI Senior Relationship & Service Manager (Female's will be preferred for this role)

About the company:

- Wodehouse Capital Advisors is a Leading Boutique Multi-Family Office & Mid-market focused Investment Banking firm based in Mumbai & Delhi and partner offices across the globe.

- We are urgently looking for an individual with the following Wealth Management Qualifications & Knowledge

Skills required :

- Previous experience in Wealth Management Operations & servicing client investments (Mandatory)

- Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc.

- Back-end support & co-ordination with AMC's, fund houses etc

- Good understanding of financial services/markets.

- Prior NISM / AMFI Certification is a must.

- Investor documentation, processing, generating reports, MIS on a weekly basis.

- Excellent in making MS Office presentations and presenting whenever required.

- Should be able to communicate articulately & confidently.

- At least 8 years + experience in the managing clients wealth & relationship.

- Excellent command over English language (extremely critical)

- Salary is not a constraint for the right candidate.

Note : Only shortlisted candidates will be contacted directly by the company.

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