Head - Family Offices (South)

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals) across south, understand their financial/investment objectives & risk appetite and recommend appropriate products.

What is the role’s objective?

• Establish, grow, and manage investment relationships with clients
• Be the primary client contact and trusted investment advisor
• Deepen existing client relationships by providing appropriate investment advice and solutions
• Acquire new clients through market intelligence & engagements
• Drive sales of DSP products to suitable client portfolios
• Share market updates and house views to clients on a timely basis
• Update clients on their investments and its performance
• Leverage existing client relationships and other sources to acquire new clients
• Recognize changes in client’s/ market environment which may present opportunities
• Enhance client experience through strong relationship management

What skills do you need to possess?

• Superior understanding of Markets and Products
• Strong knowledge of different asset classes
• Experience of providing investment advice and solutions
• Strong interpersonal and communication skills
• Good Analytics Skills
• Digital mindset

What is the prior experience needed?

• 12+ Years of experience

What qualification/s you should have?

• Master’s in business administration or any equivalent degree