AD/Sr VP/VP - Private Wealth Advisor - HNI

We are a strategic HR Consulting firm focused on Executive Search in key growth countries in the Asia Pacific Region. We have an urgent Job opportunity with leading Financial Services Group. Details are mentioned below.

If interested kindly reply immediately with your updated resume and salary details.

Would appreciate references if any relevant to this profile.

Job Description:

Position: Private Wealth Advisor (VP/SVP/AD)

Experience: 9+ years (Private Banking/ HNI clientele)

Location: Mumbai, Delhi, Bangalore & Hyderabad

CTC: Open

- Catering to client segment in excess of USD 1mn + managing Ultra HNI/ HNI clients.

- To provide wealth advisory services to the HNI / UHNI client segment in the assigned region/location while ensuring set business targets are achieved.

- Prospect & acquire new client relationship through various channels sources, existing client referrals, cold calling & other client engagement activities.

- Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc

- Prepare and interpret for client"s information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation.

- Constantly monitor and review client portfolios based on timely analysis of market dynamics.

- Ensuring regular availability of Research material and inputs to the client.

- Service existing clients with the support of client servicing team.

Contact-
Tel- 022-24218801
Email- minaxi@liontreehr.com