Private Wealth Relationship Manager - Bank

Synergy Hr consultancy is looking to hire RM Wealth across Pan India Experience: 8+ years in Wealth Management with an existing client book. Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & Retention Requirements: Must have a strong AUM portfolio and proven track record in Wealth Management Responsibilities: - Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth - Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients. - Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities. - Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment. Well verse with Equity , MF, PMS , AIF , Structured Product Compensation: Upto 40 lacs plus bonuses This is a Standalone Position , No Team will be provided