IFA Global - Partner - Wealth Management

This is a 100 % entrepreneurial role. One would be expected to set up meetings and engage with HNI's , professionals and small family offices and build a book of 500 crs over next 3 years with a set of 4-5 team members.

This is just not a job hence candidates who are extremely passionate to build their own wealth management business may only apply. Previous track record of fixing meetings single handedly with influential families is must. Candidate should have existing connections and AUM to start with. The revenues will come under a distributor model but the firm will follow a strict quant based lost cost high returns model for serving clients , keeping clients returns as No1 criteria.

IFA will provide with the platform of existing contacts and relationships developed over 18 years. Support from other Directors and CEO will be provided while closing sales.

One should be extremely comfortable Reach out to potential Indian and Global (preferably) investors family offices, UHNI etc , associations (take presentations etc).

One should have a solid understanding of portfolio management concepts and would enjoy travelling 3-4 times in a month across India across smaller cities. The candidate would be expected to arrange its own meetings (with help of sales team) with clients having financial investable networth of atleast 5-50 crs bracket.

Preferable - FEMALE CANDIDATES

One should have at least worked for min 6 years in wealth management/investment advisory firms or larger wealth management outfits as a private banker. One should be a product expert and solid understanding of all available products.

Should definitely have extremely good relationship and interpersonal skills and relationships with earlier clients.

Only someone looking at an entrepreneurship role and seeking a platform to grow exponentially may apply.

Age: 28 to 35 years - (Extrmeley high energy and passion to grow and build their own business should only apply since its a partnership role)

Huge Variable Pay structure since its a partnership model.