Leverage institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients.
Acquire and provide financial advisory for Owner/Promoter and family, Corporate, other HNI and UHNI
Establish synergies with Product team to scope opportunities continuously for clients
Client segment: HNW/ UHNW clients.
Offer Advisory products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Insurance advisory, Estate Planning, Real Estate, Debt syndication and other financing solutions to both HNI and corporate.
Education: Graduate, MBA, CA, CFA
Attributes: Enterprise- Ability to think BIG, High on Integrity, Hunger, Passion and Ambition
Preferred Skills-set & Experience
Understanding of broader economy global and local, knowledge of various asset classes, ability to decipher client psyche and risk profile with review and rebalancing.
Relationship management skills, interpersonal skills, collaboration, excellent communication and articulation skills, team player
Minimum years: 5-9 years
Preferred industry: People from Private Wealth Management outfits in Private and MNC Banks, Boutique private banks, NBFC's, Family Offices, IFA's
Preferred Role: Financial Advisors, Relationship Managers from both corporate and private banking roles in banks and NBFC's.