Wealth Manager - NBFC (5-15 yrs)

Wealth Manager in NBFC

About Our Client:

The client is a Indian NBFC company with multiple offices.(one of the top names in the market)

Job Description:

Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore

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 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