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Sr. Pvt wealth advisor

Keywords / Skills : Basic

5 - 9 years
Posted: 2018-01-13

Customer Service/ Call Centre/ BPO
Customer Service Executive (Voice)
Posted On
13th Jan 2018
Job Ref code
Job Description
Job Description

Job Discription

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.

Basic Qualifications
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.

Key Skill(s)

About Company

We are a leading International Executive Search & Selection firm with over 105 fully-staffed offices in 33 countries. Across our network we offer clients a comprehensive range of recruitment solutions ranging from Executive Search & Selection, Retained Search, Contingent Recruitment in the areas of Permanent and Contract. Our executive recruiters combine their executive search skills, industry sector knowledge & functional experience to deliver our solutions. Antal's skills & sector matrix approach ensures you deal with industry specialists who know the talent market and understand your business environment giving you greater cross sector reach with an enhanced overview of talent available in each area. We actively share assignments, information, knowledge and experience across borders for the benefit of clients and candidates.

Antal International has offices in the following locations: UK HQ+23 offices - Belgium - Bulgaria - China & HK (3) Croatia - Czech Rep - France (3) - Germany(5) - Hungary - India(31) - Ireland - Italy (2) - Latvia - Luxembourg - Nigeria - Netherlands - Poland - Romania - Russia (3) - Spain (2) - South Africa (2) - Switzerland - Turkey - UAE/Dubai - Ukraine

Our network is able to provide local, regional and international recruitment.

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