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Assistant Vice President at SearchLight HR
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Assistant Vice President - Private Wealth (7-10 yrs)
- The Assistant Vice President - Private Wealth will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)
- Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Team handling experience of at least 6 people.
- Prior experience of working in a Broking/Private bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
- Candidates having good vintage in their present as well as previous companies will be preferred.
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