Vice President Investment Counsellor HSBC

8.0 - 12.0 years

0 Lacs

chandigarh, all india

On-site

As an Investment Counsellor (IC) at HSBC International Wealth and Premier Banking (IWPB), your role is crucial in providing financial analysis and investment recommendations to customers with Funds under management of greater than INR 10M. Your responsibilities include: - Strengthening HSBC's reputation as a leading wealth provider by offering clients access to advanced technical product expertise. - Supporting Private Relationship Managers (PRMs) to build client trust in HSBC capabilities and enhance the quality of needs fulfillment. - Assisting PRMs in deepening client relationships by identifying their needs, suggesting relevant wealth solutions, and presenting solutions effectively. - Co...

Posted 6 days ago

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Senior Relationship Manager HDFC securities

15.0 - 17.0 years

0 Lacs

india

On-site

As a Relationship manager, the person will be responsible for acquiring and maintaining client relationships. The key attributes of the job would be to build AUAs leading to higher fees and profitability to the business. Key Responsibilities Serve as a trusted financial consultant to high net worth individuals, family offices and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment objectives Build portfolios that adhere to the defined investment framework through appropriate asset allocation and product sui...

Posted 3 weeks ago

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Senior Wealth Manager Motilal Oswal Financial Services Ltd

0.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Company Name: Motilal Oswal Financial Services Limit (MOFSL) Location - Bengaluru, Chennai Profile - Wealth Manager Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning inclu...

Posted 1 month ago

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Wealth Manager Motilal Oswal Financial Services Ltd

0.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Posted 1 month ago

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