Posted By
Posted in
Banking & Finance
Job Code
1406933
Private Wealth Role
Broader Role / Responsibilities:
- The Assistant Vice President - Private Wealth will be responsible for managing & advising High net worth clients (Affluent & Super Affluent) from the existing pool of clients within the company (client database shall be provided by the company).
- Maintaining client relationships and generate Asset Under Management (Asset under management) from preferred clients.
- Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organising seminars, workshops and other business development activities.
- Prior experience of working in a wealth management, /Private bank/ Portfolio management services, Mutual funds etc with exposure to High net worth client management .
- Minimum Entry level Portfolio amount would be Rs 1 crore and above.
- Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job.
- Candidates having experience in managing High net worth clients & good Personal and Virtual meeting skills may only apply.
Pls share resume on 8080939830
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Posted By
Posted in
Banking & Finance
Job Code
1406933