Relationship Manager - Private Banking - Bank/NBFC

Financial Analysis of client's overall financial portfolio (fixed and liquid assets).

Focus on Investment Advisory, Family Office and acquisition of Private Banking clients

- Research on investment models for potential opportunities across categories (equity, debt, real estate, commodities, mortgages, arbitrage, off-shore opportunities) for clients and ensuring timely execution of transactions .

- Acquisition and Business Development from the Private Wealth Clients for firm.

- Managing the acquired accounts and increasing personal Assets under Management Book.

- Tax Planning and Management for clients.

- Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations.

- Examine and analyse financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information.