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16/04 Niharika
Recruiter at Career Genesis

Views:1071 Applications:35 Rec. Actions:Recruiter Actions:3

Wealth Manager - Multi Family Office Firm - IIM/MDI/ISB/FMS (10-14 yrs)

Gurgaon/Gurugram Job Code: 562061

This opportunity is with a Multi Family Office firm. The candidates who are into Corporate Banking and Premium Banking handling HNI and Ultra HNI clients should apply. In this role the person will be handling Delhi / NCR. Please find below the JD of the role.

Experience level: Private Banking experience - 10+years

Location: Gurgaon

Education: MBA from premier business school

The opportunity is with a - Multi Family Office Firm- founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.


Job Description: 


- Manage relationships with ultra HNI's

- Acquire new relationships and build networks across the wealth ecosystem

- Build internal & external partnerships to grow the practice

- Conceptualize and execute initiatives required to grow the practice

- Asset allocation analysis & Financial Planning

- Advising clients on suitable investment ideas

Candidate Profile:


 - Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should be passionate about Wealth Management and impacting clients

- Should be relationship oriented with good inter-personal and people skills

- Should have the DNA for client centricity and quality

- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player

- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger

- Should have a strong network amongst the ultra-high net worth individuals

- Should have considerable skills in office tools like Excel, PowerPoint, etc.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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