Sr Manager - Product - Private Wealth

Sr Manager - Product - Private Wealth

Role:

Financial Planning and Wealth Protection:

- Financial goal setting and planning.

- Asset allocation and security selection with rebalancing as and when required.

- Tax and legal advisory including Trust and Estate Planning.

- Insurance

Traditional - M F & Fixed Income

- To offer comprehensive, open architecture menu of MF

- Differentiate by detailed due diligence and quality of advise

- Comprehensive MF custody and reporting

- Basis due diligence and advisory capability create our recommended list of funds that would be sold to clients.

Alternative Investments:

- To offer managed products in the real estate, private equity and art funds

- Source best in class third party funds as well as from own stable

- To offer exclusive products

- Unique products - that are built to cater for the unique needs of UHNW clients

Structured Products:

- Arbitrage and Hedging

- Customized product structure

Skills Required:

Knowledge:

- Awareness on all the Asset classes - Equity, Fixed income, alternate assets, RE, Commodities.

- In depth knowledge of capital markets and the wealth management business.

- Expertise on Mutual fund industry

- Expertise in listed and unlisted investments.

- Expertise on capital markets, both Debt as well as equity.

- Knowledge across all investment platforms like MF, AIF, Mutual Capital Funds, Venture Capital Funds(VCF), PMS etc.

- Key knowledge on taxation and it impacts on client return for all Asset classes and securities.

- Sound knowledge of debt markets.

Ability:

- The ability to structure the products for UHNI clients and corporates.

- Ability to understand research and knowledge of the macro economic scenario and impacts on capital markets.