The Candidate should have a minimum of 4-7 years of experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs. They will serve as a one point of contact for clients and their professional advisors, helping to lead the engagements. Use financial acumen and investment expertise to - Generate leads and acquire HNI clients - Understand the client's risk appetite, short term and long-term goals - Device suitable global asset allocation strategies - Recommend suitable opportunities across asset classes - Domestic and offshore - Monitoring/Bench-marking and reviewing client portfolio- s - Provide tax advise for the assets under management - Provide seamless service experience by coordinating with multiple teams to ensure clients meet their short term and long-term goals. - Focus on building relationship by understanding various investment and non-investment related needs and offer solutions through in-house &amp; external service partners - Develop deeper understanding across related areas like direct taxes, real estate, estate planning, amongst others - Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired - Keeping abreast of the financial markets &amp; products (Equities, Mutual Funds, Insurance, Real estate etc) - Own up individual balance sheet on costs/revenue Desired Skills - Excellent communication and listening skills - Proficiency in MS Word, Excel, PowerPoint, and Outlook - Understanding of the capital markets (Domestic &amp; Global)/ Real estate/ Tax/Estate planning - Analytical mind set - Ability to simplify complex information and explain lucidly - Good sales and negotiation skills - High levels of passion and ownership - Client first attitude - High on efficiency, accuracy and integrity - Pleasant personality, Go-getter and a Team player - Desire to work in a boutique firm Education: - MBA/Postgraduate from a reputed Institute / University.

Bangalore

Family Office Advisor - BFSI 

Family Office Advisor - BFSI  ,Job Description for Family Office Advisor - BFSI  in COE Solution in  Bangalore for (4-7) years of experience. Apply Now!

Job Description for Family Office Advisor - BFSI  in COE Solution in  Bangalore for (4-7) years of experience. Apply Now!