Posted By
Posted in
Banking & Finance
Job Code
1452051
Vice President - Private Wealth / Multi Family Office
If you are senior wealth manager / Investment Advisor who is Tired of selling insurance products & wasting time with endless banking KYC, compliance, MIS reporting & unable to find time to upgrade skills and handle UHNI Client
If you are functioning in a Toxic work culture & daily monitoring of manager with micro management approach & dealing with Retail approach towards wealth management & being treated as another banking RM pushing products?
If yes, then consider a switch & Fast track your career to Private Wealth / Family Office platform who are doing good business in terms of Private banking Advisory with excellent work culture, Payscale, Reward schemes
Basic Requirements & Expectations from Prospective Applicants
Job Locations - Mumbai , Delhi, Pune, Ahmedabad, Bangalore
Education : MBA, CA, CFA - Any graduate / Post Graduate with specialization or Certifications in Finance & ambition to pursue long term career in Investment management
- You should have an existing Investment AUM of a minimum 50 Crore++ &
- Minimum 7 Years relevant experience of managing HNI Clients & portfolio advisory in sales function or competency to sell
- Knowledge across multiple investment products offered in India & Regulatory requirements
Competitive & Ambitious:
What you can expect:
- Regular training program to upgrade skills & knowledge, Networking events to acquire clients, Reward & recognition programs to encourage great performance
- Sufficient time to achieve AUM, Revenue , Client Acquisition goals mutually discussed with manager
- Complete freedom of operation with an open architecture platform and no product push
- Wide range of basket of Investment Products including Estate & will planning, Taxation planning, Offshore advisory, Financial Planning team to review current client investments and recommend suitable structure as per clients Risk appetite and long term Goals.
- Moral & Ethical approach towards Investment Management & Client Relationships
- Investment committee to review all products before offering to clients
- Global operational capability
- Best in class support team - Operations, Client Service, Product & Advisory team, IT Infrastructure
- Excellent MNC work culture with focus on advisory / financial planning
- Product platform & technology to enable seamless execution of sales process - Mutual Funds, PMS, Private Equity, Investment Banking, Structure Products, Unlisted Equities, Real Estate, Offshore Advisory, Will & Trust services - Estate planning
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Banking & Finance
Job Code
1452051