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Job Description
- About the company :
- 1. Winner "Best Multi Family Office" In India at the AIWMI, India Wealth Awards 2018
- 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008
- 3. Winner of Citywealth Asian Family Office of the Year,2011
- 4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &2009
- Job Responsibilities :
- - Manage relationships with ultra HNI's
- Acquire new relationships and build networks across the wealth ecosystem
- Build internal & external partnerships to grow the practice
- Conceptualize and execute initiatives required to grow the practice
- Asset allocation analysis & Financial Planning
- Advising clients on suitable investment ideas
Desired Candidate Profile:
- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience
- Should be passionate about Wealth Management and impacting clients
- Should be relationship oriented with good inter-personal and people skills
- Should have the DNA for client centricity and quality
- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player
Skills
BankingPrivate BankingBFSI SalesWealth ManagementClient RelationshipsSalesAsset AllocationWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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