Independent Role - Head/Practice Head/VP/SVP - Private Banking - HNI/UHNI

Job description

Independent role:

Responsible for individual P&L

Responsibility to build long term assets by providing unbiased advisory and execution support to clients

Maintain exceptionally high levels of client service and engagement

Acquire clients in the target client segment of USD 5 - 50 million for Family Office Services

Desired Skills and Experience

Requisites:

- Base should be in New Delhi region

Seasoned industry professional, with hands on experience in Wealth Management is a must

- Overall experience of 12 - 15 years

- Relevant experience of AT LEAST between 10 to 12 years

- Thorough understanding of all asset classes & investment products

- Thorough understanding of the global best practices for investment advisory is a must

- High levels of Integrity

- Knowledge of income tax and succession planning will be an added advantage

- Personality traits as required by the role

Qualification:

- CA/ MBA - Finance or Marketing

- NISM/ IRDA certifications, as required