Private Banker - Equity Products - AIF/PMS

Private Clients - Equity Products - AIF/PMS

Job Description :

- Overall new AUM growth with key focus on PMS. New Inflows in Company PMS / AIF onshore ad offshore equity products of 60Cr to 100 Cr per annum

- Deepening & retention of old AUM

- Acquisition of new client families, managing current relationship as converted from ACM base and references

- Client relationship Management- Profiling, Financial Planning, on-boarding, Asset Allocation & product advisory, Portfolio Reviews and Client Servicing

- Adherence to internal systems and WM Processes

Skills Required :

- Hunter and farmer

- Keen Knowledge of equity as an asset class

- Go-getter and entrepreneurship skills

- Ability to source and onboard Ultra HNI families for company Equity Products - 5 Cr +++

Experience :

- Minimum of 10 - 15 years of financial services experience

- Preferred Graduate / post graduate degrees- Graduate + MBA/CFP/CFA, AMFI Certification

- Should be a current role with a UHNI wealth management / Family Office / AMC (Direct Relationships - Equity) firm (with direct equities offering) with experience of handling UHNIs on equity advisory.

- Capability of handling (matured state) 50 - 100 client families with an approx. AUM of (500 Crs to 1000 Crs)