Looking For Wealth Manager

Analah Capital Pvt Ltd

analah is a global investment platform specializing in private equity, mutual funds, pms, aif, insurance, real estate products. we are seeking a wealth relationship manager to manage relationships with distributors, family offices, and high-net-worth individuals (hnwis) by providing personalized investment strategies.

profile: private banker - wealth relationship manager

key responsibilities

relationship management: build and maintain strong relationships with b2b distributors, family offices, and hnw clients.

products: products comprising of private equity, unlisted shares, startup investments , mutual funds, pms, aif , insurance and real �� estate offerings

portfolio management: monitor and adjust portfolios to align with client goals; conduct regular performance reviews.

sales and business development: expand client and broker relationships, network actively, and meet sales targets.

compliance and risk management: ensure regulatory compliance and assess investment risks.

qualifications

- education: bachelor��s degree in finance, business, or economics (mba or cfa preferred).

- experience: proven background in wealth management or investment advisory and offering wealth management solutions

- skills: strong financial analysis and interpersonal skills; experience managing hnw portfolios or broker relationships.

compensation & benefits

salary hike: competitive based on experience and performance.

profit sharing: up to 50% based on performance targets.

esop: available after 3 years, at management��s discretion.

age bracket: 23��40 years.

location: mumbai, ahmedabad, and jaipur.

designation: partner, senior vp, vp, senior manager, manager

number of openings: 36

• Experience

  0 - 6 Years

• No. of Openings

  15

• Education

  Higher Secondary

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  1407, Analah Capital, B wing, Parinee Crescenzo, G Block BKC, Bandra east, Mumbai 400051