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Practice Lead - Corporate & Leadership Hiring at Dimensions HRD Consultants
Views:17587 Applications:159 Rec. Actions:Recruiter Actions:64
Relationship Manager - Private Banking - Bank/NBFC (5-15 yrs)
Financial Analysis of client's overall financial portfolio (fixed and liquid assets).
Focus on Investment Advisory, Family Office and acquisition of Private Banking clients
- Research on investment models for potential opportunities across categories (equity, debt, real estate, commodities, mortgages, arbitrage, off-shore opportunities) for clients and ensuring timely execution of transactions .
- Acquisition and Business Development from the Private Wealth Clients for firm.
- Managing the acquired accounts and increasing personal Assets under Management Book.
- Tax Planning and Management for clients.
- Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management, and write reports and recommendations.
- Examine and analyse financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information.
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