Financial Advisor - Wealth Mgmt/Pvt Banking

Discipline - Banking

Subsector - Private Banking

Location - Bangalore

About our Client - Our client is a leading MNC Bank with growing business across Wealth Management, Investment Banking, Corporate Banking and Retail Banking with strong footprints in India. They are looking at the industry's brightest sparks to take Wealth Management standards to a new high. They are planning to offer comprehensive, top quality investment services through an equity brokerage platform. The FA role is envisaged as a consultant and a confidante to the HNI and UHNI clients. The applicants must have the willingness to develop multi-product expertise to provide holistic advice to clients.

Job Description - While being a Brand Ambassador, the FA, reporting to the regional head, will get a chance to:

- Build an entrepreneur like business

- Offer holistic Wealth Management solutions to HNI and UHNI clients

- Be directly responsible for promoting the right product to the right client

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- On the basis of client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured products, Bonds etc to clients

- Sell new products like Currency Derivatives and investments for foreigners etc. as and when they get launched

- Build strong cross-functional relationships within the franchise for business generation through cross sell

- Ensure the highest levels of service to clients

- Keep self updated on changes in any Market/Compliance/Regulatory processes/norms

- Ensure 100% compliance to Audits, Controls and Processes

The Successful Candidate - The successful applicant will have:

- MBA from Premier Institute

- 5-7 yrs of work experience, preferably in the field of Equity Brokerage/Wealth Management

- Target Oriented Effective Communication Skills

- Self-motivated Individual/Go-getter

- Drive to deliver client delight

- Entrepreneurial skills

- Existing Client Base and Assets of 75 - 100 Cr

What's on Offer - An opportunity to be part of an organization that values it's employees and look to engage it's employees long term. The bank also provides a dynamic culture which will allow the successful candidate to work with senior stakeholders across the globe. Our client offers an a competitive salary package and a excellent work environment. For further details contact KanchanaRicha at Michael Page Mumbai office.

To Apply - Click here to apply