AVP - Sales - Family Office/Private Wealth Management - NBFC

The opening is with a leading NBFC in Mumbai.

Role:- AVP-Sales - Family Office

Company: NBFC

Location: Mumbai

Qualification: 5 to 8 years of experience in Client acquisition, Business Development, dealing with HNI,UHNI, Wealth Management, Investment Banking, Private Wealth Management,Family Office

Responsibilities of the role:

- Client acquisition and wealth management of HNI /UHNI

- Responsible for Creating Family Office

- Responsible for setting up Investment Advisory Services and Family Office offerings

- Responsibilities span across investment management & portfolio analytics to business development & client relationships for Family Office

- Set up the end-to-end Investment Advisory proposition - to portfolio construction to review process, strategic and tactical allocations based on investment outlook and client profile, product research & tie-ups with third party service providers

- Set up the end-to-end Investment Advisory proposition for client

- Family Office business development

- Next generation transition, succession. Advising on their Succession Planning and Estate planning through legally compliant tools like Trusts, Wills, Companies, LLPs

- Suggesting, documenting, implementing, executing, and reviewing Structures for the clients

- Responsible for setting up Family meetings

- Responsible for managing CRS activities

Interested candidates kindly share updated CV with current/expected CTC  or contact on 022-61361611

Smita
Accura Partners,Mumbai