Junior Relationship Manager - Private Banking / Wealth Management
- IME Capital
- 2 - 3 years
- Bengaluru
- 2 months ago
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Job Description
Role Overview
We are seeking a dynamic and motivated Junior Relationship Manager to join IME Capital a research-first, boutique investment firm focused on delivering transparent, goal-aligned solutions to clients. The ideal candidate is someone currently working in a financial or wealth advisory role, who thrives in a client-centric environment and is eager to deepen their understanding of investments and financial planning.
This is an opportunity to grow alongside experienced professionals and gain exposure to a wide range of financial instruments, portfolio strategies, and client engagement models. If youre passionate about building long-term relationships, simplifying complex investment decisions, and playing a meaningful role in your clients financial journeys, wed love to hear from you.
About us
IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of Indias top AMCs, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between central research teams & Relationship Managers/Investors.
Our proprietary Research Management Solution (the IME RMS), gives Relationship Managers (RMs) & Investors direct access to our central research teams ratings & recommendations on an exhaustive universe of investment funds (detailed ratings done on the funds offered by 40+ MFs, 150+ PMS-AIFs & 100+ Global Investment Options).
This tool transforms the ability of RMs to instantly address client queries across complex investment options, dramatically improves their productivity levels and acts as a strong value-add that RMs can offer their clients (helping RMs gain new clients & increase wallet share).
What We Offer
- State-of-the-Art Platform: You will have unrestricted access to IMEs RMS, a tool that enables RMs to gain a competitive edge, while enhancing and honing your own skills.
- Dynamic work culture: The opportunity to be part of a growth story that aims to redefine how the investments industry works, and to operate at a level of transparency and knowledge sharing, unmatched in the wealth management industry.
- Professional Development: Continuous learning facilitated through advanced training tools and expert investment advisors to keep you on top of the ever increasing investment universe.
Candidate Requirements
Experience: Around 2-3 years of experience actively managing clients in wealth management / financial planning / investment advisory. Solid understanding of wealth instruments such as Mutual Funds, PMS, AIFs, and global investments. Experience in working with HNI or UHNI clients is a significant advantage.
Analytical Skills: Strong ability to analyze client portfolios and market trends to make informed recommendations. Knowledge of complex financial instruments and the ability to craft customized investment strategies based on client needs.
Communication: Good communication skills, both verbal and written and the ability to explain complex information clearly and in a simplified manner
Strong people skills: Ability to forge new relationships, maintain client trust and be systematic and timely with follow ups
Team worker: Willingness to work with different teams towards the common goal of the organisation
Client-Focused: Dedicated to delivering superior value and service to clients.
Compensation: 6 - 9 lakhs per annum
Why Join IME Capital?
At IME Capital, you will not only build your career but also help redefine wealth management in India. You will have all the resources to thrive in an environment that values innovation, client-first practices, and professional growth.
Job Classification
Industry: Financial Services (Asset Management)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: IME CapitalLocation(s): Bengaluru
Keyskills: Wealth Management Private Banking Relationship Management Sales And Business Development Investment Products
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