Job Views:  
8420
Applications:  384
Recruiter Actions:  105

Job Code

614527

Head - Investment Advisory Services - Bank

10 - 15 Years.Mumbai
Posted 6 years ago
Posted 6 years ago

Opportunity to work with a leading global MNC bank

Opportunity to be associated with a heritage brand

About our Client

Our client is a leading global MNC bank.

Job Description

As Head of Investment Advisory Services you will be responsible for the following:

- Work with Private Bankers and Investment Strategy team to manage and develop new advisory-led client relationships

- Contribute to tactical trading ideas suitable for the bank’s active client base

- Maintain and develop knowledge of local regulatory policies and guidelines

- Contribute to continual enhancement and delivery of the advisory-led platform

- Quality of portfolio performance

- Contribute to team targets with regard to AUM, revenue and ROAs

- In-house product penetration rates

The Successful Applicant

The successful applicant will have around 12 years of experience in the Investment Advisory / Wealth Management space, preferably in Private Banking or Preferred Banking. Preferably must be studying for or holding relevant professional qualifications (CFA) . You must be able to work in a team environment and have strong communication skills.

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Job Views:  
8420
Applications:  384
Recruiter Actions:  105

Job Code

614527

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