Website Talengage
We are hiring for multiple companies
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
– 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:
– 5-15 years of experience within private banking or wealth management
– At least a bachelor’s/master’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
To apply for this job please visit www.iimjobs.com.
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