AVP/VP - Wealth Mgmt/Private Banking

Discipline - Banking

Subsector - Private Banking

Location - Mumbai

About our Client - Our client is a complete financial services firm, evolved over the years from a boutique investment bank. They have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business. The firm's culture promotes entrepreneurial and results-driven approach while teamwork and intellectual rigor are an integral part of one's performance. They encourage members to display higher levels of initiative, hunger for learning, be self driven and taking on additional responsibility. Our client recognizes and nurtures talent. Learning is embedded in our DNA and has been a constant feature of their culture. Working with them means constantly challenging your own capabilities to reach newer heights.

Job Description - Leverage the Institutional and Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients. Acquire and advise High Net worth Clients on Financial Investments. Client segment:

- HNW/ UHNW - clients with Financial Assets & gt; $ 0.35 million (Rs. 1.5 cr and above)

- Offer products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few

- Offer solutions and strategies to UHNW clients

- Lead a team of Associate Financial Advisor's Our Client invites experienced Private Bankers to join their Private Banking team in Mumbai

The Successful Candidate - Should have a minimum of 4-7years of wealth management experience in the Mumbai market. Should have an existing client base and assets under management. Should have functional skills like - Asset allocation

- Financial Planning

- Portfolio construction, review and re balancing

- Knowledge of Financial Products and solutions

What's on Offer - Market leading package to attract the highest caliber candidate. Full CTC and Variable element will be discussed only after successful application, shortlisting and the arrangement of a first stage interview. Please contact Kanchana Chandiramani at Michael Page International, Mumbai to discuss this in more detail or alternatively, send your CV via the details below.

To Apply - Click here to apply