About Our Client
The client is a NBFC company with multiple offices.
Job Description
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
