01Overview
The client is a leading NBFC company with multiple offices.
Job Description:
The responsibilities of the role are as follows:
- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.
- Team management and P&L.
- Acquisition of new clients.
- Explaining various products and services to prospective clients.
- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services.
- Reviewing clients' current investment portfolios and recommending changes to meet their needs.
- Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities.
- Providing financial advice and services to clients in order to meet their short-term and long term financial goals.
The candidate should have the following:
- 10-20 years of experience within private banking or wealth management.
- At least a bachelor's degree in economics/accounting/finance/business management from a well know university.
- A good understanding of investment products and asset classes.
- A good network of clients across UHNWI/HNWI, family offices and/or institutions.
- Strong communication skills. .
