Posted By
Posted in
Banking & Finance
Job Code
1018827
Position: Sr. VP / VP - Wealth & Asset Management
Location: South Delhi
About the Client:
Our client is the wealth management arm of a leading Financial Services Group which provides a 360 degrees approach towards Wealth Management, Corporate Treasury Management and Balance Sheet Advisory. These services can be customized according to Client's needs. Behind this, we have a strong team and decades of experience in major asset classes e.g. Equity, Fixed Income, Currencies, Commodities and Real Estate.
Position Detail:
- Managing family office / UHNI portfolio.
- Serves as trusted advisor (primary contact) for existing base of clients and new clients for strategic advice on financial matters with Client centric approach.
Key Responsibilities:
- Client facing experience, preferably in the financial services industry. Strong knowledge of mutual funds and other financial products. Knowledge of financial services industry's trends
- Excellent communication (oral and written), including the ability to negotiate and build influence.
Strong passion for the client and strives to ensure they receive the best-in-class client service in their channel of choice.
- Strong attention to detail and highly organized while focusing on work quality with the ability to establish priorities,
- Minimum of five years of progressively complex customer-facing financial services experience is required; 7-10 years of customer facing experience preferred.
Qualification: MBA /CA preferred.
Salary bandwidth: INR 20 - 30 Lacs p.a.
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Posted By
Posted in
Banking & Finance
Job Code
1018827
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