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This position is located in Mumbai, Maharashtra.

Relationship Manager - Private Wealth

Alpha Alternatives

Mumbai, MaharashtraFull-timeMid LevelOn-site

Job Description

Key Responsibilities Build and manage relationships with UHNI's in designated location including family offices and Corporates Understand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions. Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows. Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, do…

Posted 2 weeks ago

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Relationship Manager - Private Wealth

Job Description

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