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29/08 Anushree Maniyar
Talent Acquisition Lead at Page Group

Views:4895 Applications:228 Rec. Actions:Recruiter Actions:151

Senior Financial Advisor - Multi Family Office - HNW - Boutique Advisory Group (10-20 yrs)

Anywhere in India/Multiple Locations Job Code: 608955

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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