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Principal Consultant at Rize People Konnect
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Investment Advisor - Wealth Management Cluster - Bank (7-10 yrs)
Client: large private bank
Position Investment Advisor
Investment Advisor - Wealth management Cluster - Gurgaon
- Responsible to guide and lead a team of Wealth Managers.
- Act as an subject matter expert on investment products and structured products
- Coach, train and nurture the team
- Drive revenue of the cluster.
- Relationship management for key a/cs in the region.
- Work closely with product teams and third party product teams
Desired Profile:
- Over 7 years of exposure in handling premium clients banking needs.
- Analytical and in depth understanding of investment products
- Ability to handle a team
- Excellent leadership ability and relationship skills
Exposure to Advisory & intermediary of below:
- Long term insurance schemes
- Collective Investment schemes
- Securities and Instruments - [Shares, Money Markets Instruments, Bonds, Derivatives]
- Deposits
- Structured products
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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