SVP/VP - Wealth & Asset Management - Financial Services Group

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.