Financial Advisor - HNI/UHNI - Private Wealth Management

Role : Financial Advisor - Private Wealth Management

Education : MBA / CA/ CFA

Industry preference : People from Private Wealth Management outfits in Private and MNC Banks, Boutique private banks, NBFC's, Family Offices, IFA's

- One of India's leading diversified financial services group looking for financial advisor to their global wealth management team, aiming to become one among the Top 3 advisory, in the country. Preferring financial advisor who is managing HNW/ UHNW clients with strong knowledge of various asset classes.

Role :

- Leverage Clients Institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing)

- To acquire/ manage HNW/ UHNW clients.

- Acquire and provide financial advisory for Owner/Promoter and family, Corporate, other HNI and UHNI

- Establish synergies with Product team to scope opportunities continuously for clients

Client segment : HNW/ UHNW - clients with Financial Assets - $ 1 million (Rs. 6 cr and above)

- Offer Advisory products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Insurance advisory, Estate Planning, Real Estate, Debt syndication and other financing solutions to both HNI and corporate.

- Offer Edelweiss Institutional solutions and strategies to UHNW clients

Attributes :

Enterprise : Ability to think BIG, High on Integrity, Hunger, Passion and Ambition

Skill-set :

- Understanding of broader economy global and local, knowledge of various asset classes, ability to decipher client psyche and risk profile with review and rebalancing.

- Relationship management skills, interpersonal skills, collaboration, excellent communication and articulation skills, team player