Investment Advisor - UHNI Private Banker - BFSI

Job Summary:

An investment advisor profile in a leading NBFC where the role would have the following requirements:

- To manage the finances and oversee the investment activities of high net-worth clients

- To develop and maintain relationships with clients and provide services such as cash management, secured & unsecured credit, investment management etc.

About the Client:

- One of the oldest wealth management, asset management and investment advisory firm which is also amongst the preferred players in the current market

- They offer a wide range of investment services, each of which is specifically tailored as per client requirements

- Have a reputation in the market for understanding every individual's needs & responding effectively as per the customer demands

- Their USP is a product centric approach keeping client benefit as their top priority

- Have a heritage and a brilliant growth trajectory

- Known for its average employee tenure of 5-10yrs

Detailed Job Description:

The UHNI private banker is the ultimate face of the business as (s)he is going to be the ultimate point of contact with the client.

Key Role/ Responsibilities:

Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity structured products, insurance, asset allocation, bonds and derivatives.

- Acquiring high value relationships into the private banking group.

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Service the banking requirements of the super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.

- To execute cross sell efforts as per focus of the bank at any given point in time.

- To keep one self-updated on the financial markets and in advisory products / services in particular.

- To acquire new clients in the targeted HNI segment from outside the bank

Candidate's Profile:

Qualifications:

- An MBA (finance or marketing) / Graduate in Finance

- 5-10yrs of relevant work experience in the banking or finance industry

Desired Skill Set:

1. Ability to develop trust and confidence in clients

2. Showing a stable career progression i.e. min 2yrs tenure in every organization in the past

3. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being

4. A thorough know how of financial markets, their behavior, movements and expectations with respect to the market

5. Excellent oral and written communication skills with clarity of thought, speech and expression

6. Excellent interpersonal skills

7. Good Analytical Skills

General Competencies:

Positive attitude and perseverance

Result oriented and self-driven

Job Offer:

- A prestigious position at a leading wealth management firm

- Rewarding pay package

- An enriching career in a flourishing industry

- A work culture conducive to stability and growth