Senior Wealth Advisor

Discipline - Banking

Subsector - Private Banking

Location - Delhi NCR

About our Client - Our client is a complete financial services firm. They have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business. The firm's culture promotes entrepreneurial and results-driven approach while teamwork and intellectual rigor are an integral part of one's performance. They encourage members to display higher levels of initiative, hunger for learning, be self driven and taking on additional responsibility. Our client recognizes and nurtures talent. Working with them in Chandigarh means constantly challenging your own capabilities to reach newer heights. They are increasing their footprint in Chandigarh and need Senior Advisor's to be a part of their team.

Job Description - Acquire, Build and deepen relationships with new HNI Customers to achieve increase in share of wallet and revenues

- Understand market dynamics and customer requirements

- Identify customer needs and provide them with right financial planning assistance and asset allocation.

- Adhere to all company processes and policies, and carry the brand through developed functional and behavioral skills

- Complete product offering

The Successful Candidate - Should have a minimum of 4 -7years of wealth management experience in Chandigarh and North India markets. Candidate should have an existing client base and assets under management in excess of 100cr. Should have functional skills like - Asset allocation

- Financial Planning

- Portfolio construction, review and re balancing

- Knowledge of Financial Products and solutions

What's on Offer - Market leading package to attract the highest caliber candidate. Full CTC and Variable element will be discussed only after successful application, shortlisting and the arrangement of a first stage interview.

To Apply - Click here to apply