Private Wealth - AVP / VP / Sr VP in NBFC

Job Description

Private wealth - AVP / VP / Sr VP Exp- 10 to 25 yrs Location - Delhi / Mumbai / Banglore /Hyderabad / Pune / Kolkata Client - NBFC 10 + years of relevant work experience in the financial industry preferred Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management. Responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the best standards of services. Incumbent would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios To understand clients’ needs & requirements and accordingly position products & services Coordinate with product and research team for taking investment decision for the clients To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment To provide various investment performance reports and summaries to the clients To build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc Show more Show less