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: Bachelors 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 managements discretion.

Age Bracket: 2340 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