Role: A. Client &amp; Revenue Acquisition: Being a start-up, RMs will be required to bring in revenue-earning clients to Family Office, even as FamilyOffice will endeavour to help bring in clients thru' Spark's relationships with businesses and families that Spark Investment Banking (IB), Institutional Equities (IE) and Fixed Income Advisory (FIA) teams have cultivated over the years. B. Client Advisory: Family Office will draw extensively from IE, FIA &amp; IB research and knowledge and produce multi-asset class investment research as also manufacture suitable products. Will also advice clients on investing in third-party products wherever they are found suitable as also cost-effective for clients. RMs will provide clients advise based mostly on SFO Research, offer products that suit individual client needs and, where required, even dissuade clients from investing in products that SFO Research indicates might be unsuitable for certain kinds of clients. C. Client Servicing: Maintain oversight on client portfolios and be the pivotal service point for clients. This would require regular meetings as also other types of interactions with clients, drawing on SFO resources to ensure client requirements (advice, execution, reporting, reviews, operations, etc.) are met as per mandates signed up and maintaining proper client interaction records on CRM and other such systems to ensure client servicing continuity in all circumstances. D. Refer other Spark Divisions to Clients &amp; Client to other Spark Divisions: SFO believes clients that chose to deal with SFO would expect to use all of Spark's capabilities related to the capital markets. Referring clients to other Spark divisions (IB, FIA, IE) and vice-versa would therefore be essential in fulfilling all client mandates. SFO will have suitable mechanism to provide credits to RMs where such referrals result in revenues for Spark. E. Contribute in fine-tuning SFO research: RMs will be called upon to provide Inputs to SFO Research on client needs to fine-tune research. Candidate Profile A. Have a knowledge-driven client servicing mindset over sheer relationship-driven sales approach B. Passion for "Investing" and loves to "devour" research of all kinds C. Comes from a background that lends easily to having access to wealthy families - worked with consultancies, audit firms, investment banks, corporate banks or wealth management firms in a role that involved dealing closely with CXOs and business owners. D. Good communication skills - speak and write - ideally move than 2 Indian languages E. Entrepreneurial &amp; Team Player - loves the challenge (and the fun-ride) in building a high-class multi-family office over the next 5-7 years. F. Hunger to go beyond addressing client investment needs and to try and match client needs in capital raising or business expansion with Spark's IB or IE or FIA divisions' capabilities About Us Spark Capital is a leading mid-market investment bank that provides focused solutions to its clients. Started by a group of passionate and well-networked finance professionals, Spark is today recognized as a leading go-to investment bank in the South, specifically among mid-market corporates.

Bangalore

Spark Capital - Relationship Manager - Private Wealth Management & Family Office 

Spark Capital - Relationship Manager - Private Wealth Management & Family Office  ,Job Description for Spark Capital - Relationship Manager - Private Wealth Management & Family Office  in Spark Capital Advisors in  Bangalore for (8-15) years of experience. Apply Now!

Job Description for Spark Capital - Relationship Manager - Private Wealth Management & Family Office  in Spark Capital Advisors in  Bangalore for (8-15) years of experience. Apply Now!