Wealth Manager/Investment Manager/Relationship Manager

Bangalore City, Bangalore (IN)
Compensation (Fixed + Variable + Equity Sharing) is not a constraint
Dec 14, 2018
Feb 12, 2019
Employment Type
Full Time

Key Attributes: 

  • Passionate about Wealth Management. At least 2 years of experience
  • Clear focus on the solving for client's need rather than achieving sales targets. Client first in letter and spirit.
  • Maturity to deal with a wide range of clients (professionals, entrepreneurs, corporations, etc.)
  • Deep understanding of financial products, channels and services. Detail and process (no jugaad) oriented
  • Ability to cover the entire ground- from operations to developing the investment strategy for clients
  • Very good written (word, PPT, XL, websites, blogs, etc.) and oral communication skills. Ability to conduct Financial Planning Workshops, etc.
  • Ability to use technology effectively (important)
  • Significant emphasis on Integrity and Trust 
  • A healthy disregard for products with high commission and complexity such as insurance linked investments and structured products 
  • A long-term commitment to value creation for clients and self 

What is on offer: 

Open and transparent environment 

  • No short - term sales target
  • Significant long-term growth prospects including equity partnership in the business
  • An organization that is loved and respected by its clients 
  • Robust Existing Book: SIP, Long-term Equity, Corporate Funds, etc.
  • Plenty of latent potential from existing leads 
  • Exposure to some really talented clients and (hopefully) equally talented colleagues 

People who are looking for a standard job (previous salary + XX%). This role is best suited for people who are already in Bangalore.

Interested? Reach out at shashank.kothi@finfirst.in.