Job Description
The client is a leading NBFC company with multiple offices.
:
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.
- Team management and P&L.
- 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' 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:
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- 10-20 years of experience within private banking or wealth management.
- At least a bachelor's 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.
Skills
BankingWealth ManagementPrivate BankingBanking HeadAcquisitionInvestmentsInvestment ProductsWealth ManagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
16 Aug 26, 03:09 PM IST
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