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Manager/Assistant Manager - Wealth Management - CA/CFA - Wealth Advisory Business (1-8 yrs)
Manager - Wealth - CA's/ CFA's with a flair for Wealth Advisory
Our client is a reputed Boutique Private Bank with a strong presence in Corporate Finance/ Insti Equities / Private Equity/ Asset Management/ Structured Finance and Equity Capital Markets.
We are looking for qualified CA's and CFA's with a flair for Networking with Ultra HNI clients, Managing Relationships and a keen interest in Investment Advisory. Though a part of the Private Wealth Desk, the candidate would be called upon to leverage on strong product offerings across Corporate Finance / M& A/ Private Equity/ Equity & Derivate Broking- Institutional/Structured Finance Verticals to provide holistic wealth solutions to the clients.
Reporting to: Director/ SVP - Wealth
Will be mentored by the Reporting Head and called upon to acquire New Relationship's which would be managed and nurtured jointly.
Key Skills Required :
- Minimum 2 years experience in the Private banking / Private wealth space with a strong base of client relationships among the Ultra-High Net worth individuals/families.
- Effective and clear communication - both oral and written. Persuasive selling skills
- Pleasing personality
- Networking and building relationships with existing and prospective clients and converting them into PW clients.
- Thorough knowledge of all capital market products for HNIs, with a proven capability of working with the clients to service their needs related to these products.
- Will work within the boundaries of our business model using the expertise of the product group and complying with requirements and processes in place for Private Wealth Team.
- Great ideation skills to structure deals as per client needs.
Behavioral :
Integrity, Ability to establish trust, Strong analytical and interpretative skills, Self-driven, Excellent communication skills, Excellent Presentation skills, Networking Ability - Team Player, Ability to work under time pressure and adhere to deadlines.
Technical (Software / IT related):
Strong on Excel, word and power point - Very important
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