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537
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Job Code

1437592

Vice President - Private Wealth - Multi Family Office

10 - 25 Years.Mumbai/Delhi NCR
Posted 1 day ago
Posted 1 day ago

Vice President - Private Wealth / Multi Family Office


If you are senior wealth manager / Investment Advisor who is Tired of selling insurance products & wasting time with endless banking KYC, compliance, MIS reporting & unable to find time to upgrade skills and handle UHNI Client

If you are functioning in a Toxic work culture & daily monitoring of manager with micro management approach & dealing with Retail approach towards wealth management & being treated as another banking RM pushing products?

If yes, then consider a switch & Fast track your career to Private Wealth / Family Office platform who are doing good business in terms of Private banking Advisory with excellent work culture, Payscale, Reward schemes

Basic Requirements & Expectations from Prospective Applicants

Job Locations - Mumbai , Delhi, Pune, Ahmedabad, Bangalore

Education : MBA, CA, CFA - Any graduate / Post Graduate with specialization or Certifications in Finance & ambition to pursue long term career in Investment management

- You should have an existing Investment AUM of a minimum 50 Crore++ &

- Minimum 7 Years relevant experience of managing HNI Clients & portfolio advisory in sales function or competency to sell

- Knowledge across multiple investment products offered in India & Regulatory requirements

Competitive & Ambitious:

What you can expect:

- Regular training program to upgrade skills & knowledge, Networking events to acquire clients, Reward & recognition programs to encourage great performance

- Sufficient time to achieve AUM, Revenue , Client Acquisition goals mutually discussed with manager

- Complete freedom of operation with an open architecture platform and no product push

- Wide range of basket of Investment Products including Estate & will planning, Taxation planning, Offshore advisory, Financial Planning team to review current client investments and recommend suitable structure as per clients Risk appetite and long term Goals.

- Moral & Ethical approach towards Investment Management & Client Relationships

- Investment committee to review all products before offering to clients

- Global operational capability

- Best in class support team - Operations, Client Service, Product & Advisory team, IT Infrastructure

- Excellent MNC work culture with focus on advisory / financial planning

- Product platform & technology to enable seamless execution of sales process - Mutual Funds, PMS, Private Equity, Investment Banking, Structure Products, Unlisted Equities, Real Estate, Offshore Advisory, Will & Trust services - Estate planning

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Posted By

user_img

Recruiters

First Employee at The Recruiters

Last Login: 13 July 2024

Job Views:  
537
Applications:  156
Recruiter Actions:  142

Job Code

1437592

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