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30/11 Wodehouse Capital Advisors Pvt Ltd
VP - HR at Wodehouse Capital Advisors

Views:561 Applications:118 Rec. Actions:Recruiter Actions:91

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

Delhi/Delhi NCR/Gurgaon/Gurugram/Mumbai/Navi Mumbai Job Code: 187607

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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