Job Description
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
• Managing Team and P&L
• 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:
• 8-20 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
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
• Managing Team and P&L
• 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:
• 8-20 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
💡 Quick Summary
Seeking a career-building opportunity? The CH/RH - Wealth Management position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.