VP - Private Wealth & Family Office Advisory

About our Client:

Our client is one of the fastest growing wealth management outfits today, aiming to become one among the top advisory, in the country. Regarded by clients to be a trusted and a quality organisation, it offers a platform where ideas and innovation are encouraged and easy access to all supporting verticals is made available.

We are pioneers in innovation and new solutions and take pride in our manufacturing capabilities which allows high degree of customization especially in non traditional asset classes. The Platform provides opportunities to generate revenues through an advisory/ consultative approach.

Role: VP- Private Wealth & Family Office Advisory

Reporting to : Senior Partner

Role & Responsibilities:

Client Segment: Ultra HNIs, Large family offices, large corporate treasuries & institutions.

- Responsible for identifying, developing and managing client relationships and delivering a suite of services and products catered to the portfolio of clients

- Ability to understand and market the entire breadth of products and services that the client platform has to offer - multiple products across asset classes like equities, fixed income, real estate and commodities to these clients

- Understand in detail, the client & business; negotiating and structuring transaction proposals that both cater to the client requirements and meet his broader investment objectives

- Act as the primary point of contact and overall relationship manager for those clients. Supports the client wherever possible and ensures the first port of call for those clients

Experience & Qualification:

- Education-MBA/CA /CFA

- Preferred Role- Corporate Relationship Managers or specialist in family office relationships

- Attributes-Solution oriented, ability to network/build relations with corporate treasuries, family offices, promoter families, understanding of broader investment objectives and challenges faced

- Skill set- Understanding of broader economy -global and local, understanding of capital markets, understanding of products across asset classes

- Enthusiastic, energetic and positive in outlook

- Drive for Results, Perseverance