Financial Advisor - Private Wealth Management - HNI/UHNI

Designation : Financial Advisor - Private Wealth Management

Qualification : Graduate, MBA, CA, CFA

Job Description :

- Leverage company's Institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients.

- Acquire and provide financial advisory for Owner/Promoter and family, Corporate, other HNI and UHNI

- Establish synergies with Product team to scope opportunities continuously for clients

- Client segment - HNW/ UHNW - clients with Financial Assets - $ 1 million (Rs. 6 cr and above)

- Offer Advisory products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Insurance advisory, Estate Planning, Real Estate, Debt syndication and other financing solutions to both HNI and corporate.

- Offer company's Institutional solutions and strategies to UHNW clients

Preferred industry : People from Private Wealth Management outfits in Private and MNC Banks, Boutique private banks, NBFC's, Family Offices, IFA's

Preferred Role : Financial Advisors, Relationship Managers from both corporate and private banking roles in banks and NBFC's.

Attributes : Ability to think BIG, High on Integrity, Hunger, Passion and Ambition

Skill-set : Understanding of broader economy global and local, knowledge of various asset classes, ability to decipher client psyche and risk profile with review and re-balancing.

- Relationship management skills, interpersonal skills, collaboration, excellent communication and articulation skills, team player

CONTACT :

Akhila - Mumbai
Asha - Kolkata
Pallavai - Bangalore