SVP/VP - Family Office - UHNI Segment - Private Banking

- Manage Family Office or portfolio of UHNI customers

- Serve as a trusted advisor (primary contact ) for existing base of clients and new clients for strategic advice on financial matters with a complete Client Centric approach.

Skills & Abilities Needed : 

- 10-15 years of progressive experience in complex financial products

- Strong customer-facing role in the financial services industry

- Experience with AMCs, wealth or private banking platforms will be a good fit

- Strong knowledge of mutual funds and other financial products

- Knowledge of Industry trends

- Ability to negotiate and build influence

- Ability to deliver best in class client service

- Strong attention to detail and highly organized while focusing on work quality with the ability to establish priorities