VP - HR at Wodehouse Capital Advisors
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Wodehouse Capital Advisors - Senior Wealth Relationship Manager - Sales - UHNI (5-15 yrs)
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.