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Posted in
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Job Code
1549345
About the company :
1. Winner "Best Multi Family Office" In India at the AIWMI, India Wealth Awards 2018
2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008
3. Winner of Citywealth Asian Family Office of the Year,2011
4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &2009
Job Responsibilities :
- Manage relationships with ultra HNI's
- Acquire new relationships and build networks across the wealth ecosystem
- Build internal & external partnerships to grow the practice
- Conceptualize and execute initiatives required to grow the practice
- Asset allocation analysis & Financial Planning
- Advising clients on suitable investment ideas
Desired Candidate Profile:
- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience
- Should be passionate about Wealth Management and impacting clients
- Should be relationship oriented with good inter-personal and people skills
- Should have the DNA for client centricity and quality
- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player
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Posted By
6131
JOB VIEWS
1372
APPLICATIONS
1340
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Sales & Marketing
Job Code
1549345
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