AVP - Wealth Management - Private Banking

AVP - Wealth Management (Individual Contributor) - managing key portfolios of HNI's & Corporates with an exposure to equities, Offshore Funds, Asset Allocation, PMS, Real Estate, Brokerage Platform.

Location-: Mumbai

Exp:

- 5-12 years of exp in managing HNI clients as a part of Wealth Management division of Banks/ Boutique Wealth management firms, part of PCG desk of securities firms, NBFC Firms & should be well versed with current market trends & product information for appropriate financial

Urgent Requirement with A Leading Private Bank.

CTC upto 20Lacs.

Financial Advisor : Should have a good aum book.

Responsibilities:

- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

- Acquiring high value relationships from branches into the private banking group.

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- To keep one self updated on the financial markets and in advisory products / services in particular.

- To acquire new clients in the targeted HNI segment from outside the bank.

Requirements

- Candidate must possess at least a Master in Business Admin/Post Graduate Diploma in Business Administration/Post Graduate Program in Management in Business Studies/Administration/Management or equivalent.

- At least 3 year(s) of working experience in the related field is required for this position.

- Preferably Managers specializing in Banking/Financial Services or equivalent. Job role in Financial Planning/Wealth Management or equivalent.


Please send your resumes to bankinghrsolution@gmail.com