Director - Private Wealth

Location : Delhi, Kolkata

Roles offered : Team Leader (Self business + Team Management) + Individual roles

Qualification:

- Masters Degree in Business, CFA, CFP, CA preferred & Any other education relevant to Financial Advisory, Tax Planning, Estate Planning, Wills & Trust Services will be preferred though not mandatory

- Leading wealth management NBFC Platform with over 11+ years in Indian market managing 50K Crores of AUM across India and Globally

- Strong team of MNC bankers having global experience of working with best platforms

- New to Firm Client Acquisition, Revenue Generation, profitability of team

- Client Relationship Management: Build and nurture strong, long-lasting relationships with high-net-worth clients. Understand their financial objectives, risk tolerance, and preferences.

- Financial Needs Analysis: Conduct comprehensive financial needs assessments to identify clients' short-term and long-term goals, as well as potential risks.

- Portfolio Development: Develop personalized investment strategies and portfolios tailored to each client's unique financial situation and objectives.

- Wealth Preservation: Advise clients on strategies to protect and preserve their wealth, including tax planning, estate planning, and risk management.

- Market Research: Stay informed about financial markets, economic trends, and investment products to provide informed and up-to-date advice to clients.

- Product Knowledge: Maintain a deep understanding of a wide range of financial products and services, including stocks, bonds, mutual funds, alternative investments, Estate, Succession, Will planning & Trust Services and more.

- Compliance: Ensure all client interactions and transactions comply with industry regulations and internal policies.

- Performance Tracking: Monitor the performance of client portfolios, make necessary adjustments, and provide regular updates and reports to clients.

- Prospecting: Identify and pursue new high-net-worth clients through networking, referrals, and other sales and marketing strategies.

- Team Collaboration: Collaborate with other members of the wealth management team, including financial planners, estate planning specialists, Service & Operations support and tax advisors, to provide comprehensive financial solutions.