Assistant Vice President - Wealth Management

Company Description

PhillipCapital India Pvt. Ltd. is a key player in Indian securities markets with 50 years presence globally and 25 years in India.. As part of the PhillipCapital Group of Singapore, we provide services to Institutional, HNIs, and retail clients across various asset classes. Our products bouquet covers Broking (Domestic and Global) , PMS (Domestic and Global), Advisory Services (Domestic and Global), Fixed Income (Domestic and Global), Unlisted Stock offerings, Mutual Funds, Insurance, Gift City, Inbound AIF for NRIs and FPIs and others. We have one of the bigger research desk for Indian Stock Markets. We are known for our client-centric approach, stable team, and compliance-driven procedures, ensuring consistent and unbiased customer service.

Role Description

This is a full-time on-site role for an Assistant Vice President - Wealth Management, located in Connaught Place. The Assistant Vice President will be responsible for sourcing and managing clients' wealth portfolios. Daily tasks include financial planning, providing wealth management services, advising on investments, and developing strategies for investment management. The role involves working closely with clients to understand their needs and tailor financial plans to meet their objectives.

Qualifications

• Financial Planning and Wealth Management Services skills
• Strong background in Investments and Finance
• Expertise in Investment Management
• Excellent communication and interpersonal skills
• Proven ability to develop and maintain client relationships
• Relevant certifications or degrees in Finance, Business Administration, or related fields
• Experience in the financial or securities industry isap must
• Must be working in Delhi NCR in the current assignment