Wealth Manager

Job Description:

Business Development Manager - Wealth Management

This opportunity is for CA rank holders and Tier 1 Management Professionals only.

- Client is looking for a Business Development Manager (Location: Mumbai) to identify leads, pitch our offerings to potential clients and interact with new and existing clients.

- The role is for growth-oriented individuals with an entrepreneurial mind-set.

Requirements :

- An Engineering or Management graduate from a tier-I college, or CA rank holder with a flair for finance and sales (Experience of 2 to 4 years with top private banking and wealth management firm or big 4 consulting companies)

- A pleasing personality with a high degree of interpersonal skills

- The zeal to learn and the willingness to delve deeper for a better understanding

- A voracious reader and a fitness enthusiast

- Time-management, organizational and project management skills, with attention to detail from inception to execution

- Wealth Management experience at a premier organization would be an added advantage

Company Details :

- Client is a top-performing boutique investment firm with AUM worth $200 million, ~33% CAGR and 1050% Absolute Returns since inception.

- Their niche clientele comprises of UHNW individuals and family offices. Client invest in high-quality, small-cap, listed companies that are industry leaders with a potential for long-term wealth creation.

- The firm is headed by an industry veteran of 20 years' standing, known for his deep understanding of market cycles and identifying high-quality companies through his contrarian approach.

- They have a small (10+member) but highly vibrant team with CA rank holders and post-graduates from India's top schools and strive to maintain a highly engaging and stimulating work environment.

Job description :

- Developing a deep understanding of Client 's product offerings

- Following up on new business opportunities and setting up meetings

- Arranging business meetings with prospective clients

- Assisting in planning and preparing presentations

- Communicating new developments to prospective and existing clients

- In the long run, developing strategies the firm should adopt to grow the business

Client offers:

- Best-in-industry pay

- A steep growth trajectory based on individual and firm performance

- The opportunity to work with a brilliant and fun team of stellar individuals (CAs/CSs/IITs/IIM-ISBs)

- Part of a growing team that is expected to grow from 10 people to 30 and establish international offices

- The freedom and ownership of work to shape the online presence of the organization