Account Director - Private Wealth - NBFC

We have an urgent opening with one of the NBFC.

About Company :

This company is the fertile ground where innovation meets initiative in continuing the process of wealth creation for all their clients. Their team is a dedicated unit with mix of experience and enthusiasm. Their preach cohesiveness at the core with strong emphasis on client satiety and intellectual rigor. They are always on a lookout for self-driven, motivated individuals who can make a difference to the organization.

They strongly believe that wealth creation is an autonomous process when ideas blend with ethical values and initiative meets meticulous execution. They always encourage our employees to display high levels of honesty, enthusiasm and hunger for learning, since these traits determines growth.

Role : Account Director - Private Wealth

Reporting to : Market Director - Private Wealth

Location : Bangalore

Principal Accountabilities / Major Deliverables :

- Responsible for handling private banking clients and advising them across various asset classes including equities, fixed income, real estate and alternative investments and thereby, help drive the business forward

- Also responsible for building an asset book and maintaining the Net Interest Margin of the asset book.

- Should maintain and continuously acquire and develop a high end client base

- Understanding of Processes, Products and compliance.

- Monitor actual business performance vs. the goals continually and take appropriate actions to ensure achievement of the goals and objectives as set out in the business plan and always remaining within the limits set by the budgets and compliance norms for rules, regulations and internal processes.

Desired Skills & Experience :

- MBA / Post Graduate Diploma in Management

- 6 - 10 years of experience in Private wealth / private banking industry

- Strong Relationships with HNI/UNHI clients / Familiies / Trusts

- Ability to structure deals as per the clients needs/requirements

- Excellent Relationship building and networking skills

Krishna Mehta
Headhunters HR