Discipline - Banking
Subsector - Private Banking
Location - Mumbai
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. Learning is embedded in our DNA and has been a constant feature of their culture. Working with them means constantly challenging your own capabilities to reach newer heights.
Job Description - Manage a Team of RMs in the State. Leverage the Institutional and Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients. Acquire and advise High Net worth Clients on Financial Investments.
The Successful Candidate - Should have a minimum of 7 years of wealth management experience. Should have an existing client base and assets under management. Should have team management experience. 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
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