Director Banglore | Waterfield Advisors

Director – Relationship Management

Bangalore

Managing client relationships in the UHNI segment. This a farming cum hunting role with an even split between both responsibilities.

Roles and Responsibility

Managing existing client relationships, advising clients on portfolio investments across all asset classes. New Client Acquisition.

Requirements

A post graduate with 12 - 15 years of Investment Management experience preferably from a wealth management background. An individual with excellent Communication skills who has handled large relationships across UHNI/HNI segments and Family Offices. Exposure to the “Advisory” model will be a distinct advantage.

To Apply, email us at [email protected]

Your legacy awaits

Director – Relationship Management

Bangalore

Roles and Responsibility

Requirements

Your legacy awaits