Senior Financial Advisor - Savvy Client Group

Discipline : Banking

Subsector : Private Banking

Location : Mumbai

About our Client : Our client is one of the fastest going wealth management outfits in India. They offer a platform where ideas and innovation are encouraged and easy access to all supporting verticals is made available to provide a holistic solution to client.

They are pioneers in innovation and new solutions with strong manufacturing capabilities which allows high degree of customization especially in non traditional asset classes. The Platform provides opportunities to generate revenues through an advisory/ consultative approach.

Job Description:

- Understand in detail, the client & business negotiating and structuring transaction proposals that both cater to the client requirements and meet his broader investment objectives

- Acts as the primary point of contact and overall relationship manager for clients. Supports the client wherever possible and ensures the first point of contact for those clients

- Responsible for revenue generation through building and managing client relationships

The Successful Candidate:

- The successful candidate will have an experience of 8-12 years in Private Banking/ Corporate/ Investment Banking space

- Should be managing Large family offices, large corporate treasuries & institutions.

- Solution oriented, ability to network/build relations with corporate treasuries, family offices, promoter families, understanding of broader investment objectives and challenges faced

What's on Offer:

- Market leading compensation structure

- Entrepreneurial work culture

- Access to trainings and self development programs

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