Team Lead - Wealth Management

About Our Client:

The client is a leading NBFC with multiple offices.

Job Description:

The responsibilities of the role are as follows:.

- Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.

- Managing Team and P&L.

- Acquisition of new clients.

- Explaining various products and services to prospective clients.

- Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services.

- Reviewing clients' current investment portfolios and recommending changes to meet their needs.

- Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities.

- Providing financial advice and services to clients in order to meet their short-term and long-term financial goals.

The candidate should have the following:.

- 8-20 years of experience within private banking or wealth management.

- At least a bachelor's degree in economics/accounting/finance/business management from a well know university.

- A good understanding of investment products and asset classes.

- A good network of clients across UHNWI/HNWI, family offices and/or institutions.

- Strong communication skills.