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16/09 Preeti
Managing Partner & Principal Consultant at The Growth Partners (TGP)

Views:1480 Applications:167 Rec. Actions:Recruiter Actions:36

AVP/VP/AD/Director/ED - Private Wealth Manager (9-16 yrs)

Bangalore/Chennai/Delhi NCR Job Code: 1155913

For Leading organization in Private Wealth Management /Multi Family Office ..

Main KRA's will be in New Client Acquisition /Book acquisition

- Asset allocation analysis & Financial Planning

- Handling a portfolio of HNI clients independently with Founding team/setting up his team or with a senior team leader

- Growing share of wallet of the client's total portfolio

- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas

- Portfolio monitoring and analysis

- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

Desired Profile : Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should preferably carry his/ her own base of clients who can be introduced to the Client Associates proposition

- Should have an excellent network of clients and prospects who can be tapped for business

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player

- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.

Average ticket size should be 1 CR +

Women-friendly workplace:

Maternity and Paternity Benefits

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