Wealth Manager

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



Below are the group companies of Analah:

Global Platform for private equity, insurance and real estate
www.analah.in Late-stage, Unlisted & Pre IPO Opportunities
www.tradeunlisted.com Mutual Fund Platform
DFSA regulated platform for Fractional Real Estate & Private Equity
www.fracassets.com RERA regulated Global Distribution Platform for Real Estate
www.analah21.com IRDAI Regulated Insurance Broking Platform
www.royalcover.in