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Private Banker - Family Office (6-12 yrs)
Industry - Financial Services
Skills - Private Banking
Job Type - Permanent
Description:
- Acquire and manage ultra high net worth individuals and family office clients
- Generate revenue through advisory and distribution fees
- Act as a CFO for all the client's financial requirements
Client Details
- One of the leading domestic family office outfit
- Organic growth culture
- A wide product platform to suit client's requirement
Job Description
- The candidate is required to acquire and manage UHNI and Family Office clients.
- Generate revenue through advisory and distribution fees
- Regularly update clients on the markets and different asset classes
Profile
- The candidate should have strong relationships with the promoter families, and Ultra High Net worth clients
- The candidate should have a minimum of 6-12 years of experience in wealth management and private banking managing clients
- The candidate should possess strong understanding of various financial products and investment instruments across asset classes
Job Offer
- An opportunity to work with a boutique family office platform
- Wider product basket to fit various client's financial requirements
- Industry beating compensation
Page Group India is acting as an Employment Agency in relation to this vacancy.
Contact - Naveen Tiwari
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