Alpha Capital

Gurgaon – – 03/05/2022

Salary – 3 to 4 LPA

Job Title

Relationship Manager

Company Profile

  • Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, Trusts and Charities. Providing disciplined, research-driven Family Office Services.

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 Net Worth Clients.
  • Analysis of financial products.
  • Meeting clients and working with a team to deliver the best experience to clients.

Preferred Qualifications

  • 1-4 years’ of client relationship experience.

  • CWM Certification.

Desired Candidate Profile

  • Should have knowledge in Wealth Management
  • Customer Relationship Management (CRM)
  • Investment Advisory
  • Financial Planning
  • Mutual Funds
  • Family Office
  • Financial Advisory
  • Portfolio Management

Additional Details

  • The ideal candidate will be responsible for gaining a deep understanding of the clients’ financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with clients and analyzing clients’ data. Essentially, you will act as the main point of contact to clients for their wealth management and family office needs.
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