Senior Wealth Manager (AVP/VP/Partner)

Job Description

About Our Client

The client is an Indian NBFC company with multiple offices.

Job Description

The responsibilities of the role are as follows:

• Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
• Acquisition of new clients.
• Explaining various products and services to prospective clients
• Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
• Reviewing clients&apos current investment portfolios and recommending changes to meet their needs
• Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
• Providing financial advice and services to clients in order to meet their short-term and long-term financial goals

The candidate should have the following:

• 5-15 years of experience within private banking or wealth management
• At least a bachelor&aposs degree in economics/accounting/finance/business management from a well know university
• A good understanding of investment products and asset classes
• A good network of clients across UHNWI/HNWI, family offices and/or institutions
• Strong communication skills