The client is a leading NBFC company with multiple offices. Job Description: The responsibilities of the role are as follows: - Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products. - Team management and P&L. - Acquisition of new clients. - Explaining various products and services to prospective clients. - Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services. - Reviewing clients' current investment portfolios and recommending changes to meet their needs. - Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities. - Providing financial advice and services to clients in order to meet their short-term and long term financial goals. The candidate should have the following: - 10-20 years of experience within private banking or wealth management. - At least a bachelor's degree in economics/accounting/finance/business management from a well know university. - A good understanding of investment products and asset classes. - A good network of clients across UHNWI/HNWI, family offices and/or institutions. - Strong communication skills.

Others

Cluster/Regional Head - Wealth Management - NBFC 

Job Description for Cluster/Regional Head - Wealth Management - NBFC  in Talengage in  Others for (10-20) years of experience. Apply Now!