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19/09 Shakshi Chauhan
Talent Acquisition Speciualist at Invictus Recruitment Consultancy LLP

Views:1550 Applications:46 Rec. Actions:Recruiter Actions:10

Private Banker - Wealth Management/Sales - NBFC (6-12 yrs)

Delhi/NCR Job Code: 494241

We are hiring for our clients, leading NBFCs for private banking platform position.

They are looking for Candidates with Excellent Market exposure in Private Wealth, Corporate Finance, M & A, and Private Equity & managing clients with AUM of more than INR 50 Crores

Job Location: Delhi/NCR

Please note : Level / CTC discussions are flexible & are considered case to case basis:

Position/Function : Wealth Management-Sales

Level (Range) :VP/AVP/Sr Associate/Associate (Designation depending on the level of seniority & the number of years of experience in the wealth domain)

Qualification : MBA / CFA / CA / Post Graduate

Job Responsibilities:

1. Understand in detail clients investment needs & create a long term Asset Allocation plan.

2. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

3. Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&A, and Private Equity.

4. Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

The critical skill sets that this profile requires are an in-depth knowledge of all wealth management products & services, strong communication, negotiation & problem solving skills, reactiveness, high customer & target orientation.

Salary offered: 8 - 18 LPA

Shakshi Chauhan
Talent Acquisition Specialist
Team Invictus
Invictus Recruitment Consultancy LLP
M- +91-9599221457
M- +91-9971488669

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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