Website Talengage
About Our Client:
The client is a leading NBFC with multiple offices.
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.
– Managing Team and P&L.
– 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:.
– 8-20 years of experience within private banking or wealth management.
– At least a bachelor’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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