Deputy Vice President - Wealth Management

Job Description - Be part of the founding team to create a new business line for the tech ecosystem, group company and their capital allocators

Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements

Client Details : Wealth Management supported & amplified by an integrated platform & state-of-the-art technology

Description :

- Be part of the founding team to create a new business line for the tech ecosystem, group company and their capital allocators

- Identify and build relationships with potential clients

- Collaborate with multiple business in EWM to provide solutions for all the segments of the ecosystem

- Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client's requirements

- Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives

- Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients.

Client segment: tech founders, CXO, Operating company and private equity/venture cap fund managers

Profile :

- 10-15 years of work experience in Investment banking, wealth management B4 deals team or management consulting

- Engineering background pref. Else MBA / CFA needed

Functional Competencies:

- Ability to simplify things

- Understand business models esp of new age businesses

- Has a network in the PE/VC or the start up ecosystem

- Understanding of broader economy - global and local, knowledge of capital markets, various asset classes

- Experience in investment/financial services

Behavioural Competencies:

- Passionate about at least 1 thing in life

- Hungry and ambitious

- Relationship management skills, interpersonal skills, collaborative, excellent communication skills, team player

Job Offer: Our client is among the leading players in wealth management space.

Contact - Somaira Khan - +91 22 4236 3216

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