Job Title

Relationship Manager - Wealth

Job City

Mumbai

Company Profile

Alpha Capital serves the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities.
Each financial solution we create is tailored to fit unique, individual, and often complex needs. Our capabilities have been developed through patience and strength.

Best Wealth Management and Family Office Firm in India – www.alphacapital.in

Job Profile & Responsibilities

• Dialogue with clients to understand their objectives and challenges
• Analyze clients’ data and provide strategic recommendations to clients
• Present value-proposition to clients
• Portfolio Management of High NetWorth Clients.
• Analysis of financial products
• Meeting clients and working with a team to deliver the best experience to clients.

Prefered Qualifications

• Any Graduate. Certifications like QPFP will be an added advantage.

Desired Candidate Profile

• 2-6 years of client relationship experience
• The candidate should have good communication skills and an attitude to grow & work hard.
• A good team player who enjoys finance and investment management.
• Strong communication and interpersonal skills

Additional Details

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Salary Range

From Rs. 4,00,000 - To Rs. 7,00,000 per annum

How to Apply

rema@alphacapital.in