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30/06 HR
HR Consultant at COE Solution

Views:994 Applications:86 Rec. Actions:Recruiter Actions:0

Vice President/Senior Vice President - Client Partner - Private Wealth/Family Office - Bank (18-22 yrs)

Bangalore Job Code: 1118798

Candidates with prior exp in wealth management will be preferred

If you have been in a pure Relationship management role then its an added advantage

This is an Individual contributor role

Candidates from Bangalore will be preferred

Company Profile :

- A Multi-Family Office that handles all financial matters of Uber-Wealthy Families/ UHNI Individuals/ Corporates.

- One of the earliest firms in India, to be registered under SEBI's new Investment Advisor guidelines.

- Specialized in facilitating Investment Advisory, Corporate Finance, Private Equity, Business Advisory, Legal & Taxation etc. Presently expanding its capabilities to fulfil client needs.

- Founded in Bengaluru in 2013, by industry professionals with work experience in senior roles in reputed organizations such as Kotak Mahindra Bank, HDFC Bank and IL&FS Investment Managers

- Backed by a team of senior professionals with significant domain expertise in financial services.

- Family Office has built a strong reputation as a client-centric firm with high integrity at a young age.

Job Opening:

- VP/Sr VP - Client Partner: To identify, acquire, manage and develop Entrust Family Office's UHNI clients.


- MBA & relevant professional qualification.

- Preference for candidates with experience in Relationship Banking, Wealth Management with an existing set of Ultra High Net-worth clients, UHNI definition being above 10 Cr Investible surpluses. However, conditions could be waived for candidates with exceptional capabilities.

- Work experience of over 15-20 years


- In line with market standards.

- Suitable candidates can look forward to a fixed salary along with high-performance-based variable pay.

Personality traits required:

- Good Communication and Investment Aptitude.

- Go-getter attitude, Self- driven and able to take on responsibilities

- Ability to understand and grasp various facets of financial services.

- Given Entrust Family Office clients' deep engagement needs, the candidate needs to have a keen understanding of client requirements.

- The company focuses on a client-centric alignment and hence requires the highest level of Integrity as a Principal - Client Partner.

Job Description:

- Identify potential UHNI individuals with financial assets of over - 10 Crs.

- Sourcing/ Acquisition of clients which fit into this category.

- Facilitate Meetings/Interactions to culminate in signing up as a client of the firm.

- Manage relationships on an ongoing basis.

Growth Potential:

- Advantage of being an early mover in an emerging segment of Family Office/ Investment Advisory.

- Opportunity to be a part of growth of a young company as it grows in size and stature

- Significant learning potential with the firm expanding in capabilities.

- Self-initiative to be rewarded well

- Opportunity to develop a client roster of some of the richest Indians.

- Entrust Family Office follows a 'Deliver and Grow' mantra for employees. Immense potential for an individual to gain experience, perform well and take on larger responsibilities within the firm.

- 'Growth from within' policy shall favor early employees with proven delivery track record.

- Financial services are one of the best paying segments and over time, as the individual displays consistent performance, emoluments will commensurately grow.

Work Environment:

- Family Office provides an opportunity to utilize and upgrade/acquire skills.

- Backed by a robust advisory process and strong back-end infrastructure.

- Significant training and mentoring on the job.

- A friendly and interactive atmosphere with flexible protocols.

- Flat hierarchical structure

Women-friendly workplace:

Maternity and Paternity Benefits

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