Head - Strategy - Wealth Management

Client is an upcoming non banking player in the wealth management space.

Location: Mumbai

Designation : VP - Strategy

Reporting : SVP (Business Head - Wealth Management and PMS Advisory)

Job Description :

Following will be the deliverable for the role :

- Assist Financial Advisors in client conversations, providing analytic information and aiming to understand the client's goals

- Develop customized asset allocation strategies and investment solutions for clients

- Provide support for client relationship building and business development activities

- Perform business analytics as needed to support Financial Advisors in the growth of the business

- Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change

- Participate as a contributing member of a team focused on providing excellent service

Ideal Candidate :

- Min 8 years of experience in Private banking or wealth management

- Should have handled HNI and UHNI or dealth with family offices

- Good understanding of the markets in metro or tier 1 cities

- Strong on presentation and analytical skills and should be comfortable in representing the business at external forums

- Inclination to work as an individual contributor at the corporate level