Talent Acquisition Lead at Page Group
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Senior Financial Advisor - Multi Family Office - HNW - Boutique Advisory Group (10-20 yrs)
This boutique advisory group has a unique opportunity for a relationship focused Multi Family Office Advisor. The business is currently spread across Mumbai, Delhi, Bangalore and Chennai.
Responsibilities:
- Focus on providing quality financial advice by assessing financial statements of the HNI clients
- Utilise your extensive networks to generate future business opportunities
- Deepen client relationships by understanding client situations, goals, and preferences
- Serve as point of contact for clients, coordinating service delivery with other members of the client team
- Participate in client investment and planning processes (estate planning, tax strategies for assets under management and portfolio management)
- Show diligence in maintaining all forms of client related communication and documentation
Successful Applicant:
- Minimum 10 years of relevant experience in investment management and/or financial advisory services, with an ability to support client relationships
- Bachelor's Degree from an accredited college or university
- Deep understanding for financial product offerings
- Strategic thinking and problem solving skills
- Ability to influence and drive stakeholders
What's on offer:
- An opportunity to gain exposure to wealth preservation and philanthropy
- A competitive salary package will be negotiated for the successful candidate
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