Wealth Manager/Investment Manager/Relationship Manager

Employer: FinFirst Capital Advisors Private Limited
Location: Bangalore City, Bangalore (IN)
Salary: Compensation (Fixed + Variable + Equity Sharing) is not a constraint
Posted: Dec 14, 2018
Closes: Feb 12, 2019
Job Function: Investment Advisor/Consultant, Relationship Management
Industry Sector: Private Wealth Management Firm
Certifications: CFA Charterholder, Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending)
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.