Account Director - Private Wealth Management - HNI/UHNI

One of my client L&T Capital Market is looking for an Account Director for their private wealth management.

Job Purpose :

- Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients & management.

- Candidate should comply with applicable rules, regulations and processes as defined by regulators / management.

Principal Accountabilities :

Customer Advisory and Relationship Management : Candidates should be able to advice clients based on their goals / needs through financial planning, asset allocation and identifying right products to meet their requirement.

- Acquisition of New Clients

- Candidate apart from bringing significant client relationship & AUM (Minimum 100 Cr) should also source new customers through individual efforts.

- Processes and Products understanding and compliance

- Candidate apart from having good product knowledge should also understand macro economic developments which will enable him to suggest appropriate strategy to customers.