by teamrecPosition: Sr. VP / VP – Wealth & Asset Management
Location: South Delhi
About the Client:
Our client is the wealth management arm which provides a 360o approach towards Wealth Management, Corporate Treasury Management and Balance Sheet Advisory. These services can be customized according to Client’s needs. Behind this, we have a strong team and decades of experience in major asset classes e.g. Equity, Fixed Income, Currencies, Commodities and Real Estate.
Salary: INR 20-30 Lacs p.a.
Position Detail:
- Managing family office/UHNI portfolio.
- Serves as trusted advisor (primary contact) for existing base of clients and new clients for strategic advice on financial matters with Client centric approach.
Skills & Abilities Needed:
- Client facing experience, preferably in the financial services industry. Strong knowledge of mutual funds and other financial products. Knowledge of financial services industry’s trends
- Excellent communication (oral and written), including the ability to negotiate and build influence.
- Strong passion for the client and strives to ensure they receive the best-in-class client service in their channel of choice.
- Strong attention to detail and highly organized while focusing on work quality with the ability to establish priorities,
- Minimum of five years of progressively complex customer-facing financial services experience is required; 7-10 years of customer facing experience preferred.
Education: MBA /CA preferred.
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