Equirus Wealth Private Limited is a leading mid-market investment bank specializing in wealth management, among other financial services.
Responsibilities
Onboarding, Handling and Managing HNI / Ultra HNI clients.
Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
Aiming for consistent growth of customer wallet share and book size.
Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
Constantly review client portfolios and give a birds-eye view.
Ability to work in partnership with Federal Bank and drive leads & AUM.
Service existing clients with the support of client servicing team.
Adherence to all regulatory, statutory, and corporate compliance standards.
Qualifications
12+ years of experience in Wealth Management space.
Strong leadership and team management skills.
Must have completed MBA from a premier business school.
Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
English is mandatory and command on local language would be beneficial.
Ability to work in tandem with our channel partner and generate leads & business.