Business Development Associate
Equentis is hiring a Wealth Manager to focus on acquiring and advising HNI clients within the wealth management domain. The role involves building sales funnels, organizing business development activities, and managing client relationships to grow assets under management. Candidates must have experience in private banking or AIF/PMS advisory and possess strong negotiation and equity market knowledge. The position requires coordinating with internal research and operations teams to deliver comprehensive investment decisions.
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Experience
Experience not specified
Function
Business Development
Work mode
Onsite, India
Company
Tier 2
What you will work on
Equentis is hiring a Wealth Manager to focus on acquiring and advising HNI clients within the wealth management domain. The role involves building sales funnels, organizing business development activities, and managing client relationships to grow assets under management. Candidates must have experience in private banking or AIF/PMS advisory and possess strong negotiation and equity market knowledge. The position requires coordinating with internal research and operations teams to deliver comprehensive investment decisions.
TAL's take
Standard wealth management role at an mid-tier firm, clearly defined responsibilities but lacks unique growth or impact signals.
Clear and coherent responsibilities focused on HNI client acquisition and portfolio management, though tech requirements are absent.
Must haves
- Experience in wealth management firms, private banking, PMS advisory, or AIF acquisition
- Experience managing HNI clients
- Strong personal and virtual meeting skills
- Impeccable sales and negotiation skills
- Knowledge of equity markets and other investment assets
About the company
unfamiliar company, default mid-tier