Verified Job
Accounting - Finance
Wealth Relationship ManagersAVPVP Grade
Accounting - Finance
#316982
Remote / WFH
Job Description
Dear Friends,
We are hiring for Wealth Relationship Managers / Team handling profile/ Branch Managers / Deputy Managers for leading Private Banking.
Location- Delhi/gurgoan/noida
Candidates from Banking and wealth background should apply
Non Sales Candidates please don't apply for the same.
JOB DESCRIPTION AS BELOW FOR REGIONAL HEAD :
Working closely with Relationship Managers (RMs) across west zone to construct and review portfolios under advisory mandate
- Supporting RMs in activating clients under advisory services.
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Extensively covering Gujarat - Ahmedabad, Baroda & Rajkot under the hub-and-spoke model Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client.
- The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, NonConvertible Debentures, Real Estate and RE Funds, etc.
- Actively working towards setting up Family Office services for top notch clients of the bank
- Working on plans covering need of family office, market practices and advantages to the firm and clients
- Advising on pricing structure and comparison with competition in India in this space.
- Highlighting the relevance and importance of robust portfolio review and reporting structure.
- Working on timelines, processes and services to help develop and strong Family Office proposition
- Advising clients on Trust services and estate planning.
- Understanding requirements of clients and large family and advising accordingly on setting up trusts and managing businesses and investments through trusts.
Interested candidate please share profile on Associate2@jobsnavigator.co.in
References most appreciated if you can share.
Thanks
Farheen
766+225102
We are hiring for Wealth Relationship Managers / Team handling profile/ Branch Managers / Deputy Managers for leading Private Banking.
Location- Delhi/gurgoan/noida
Candidates from Banking and wealth background should apply
Non Sales Candidates please don't apply for the same.
JOB DESCRIPTION AS BELOW FOR REGIONAL HEAD :
Working closely with Relationship Managers (RMs) across west zone to construct and review portfolios under advisory mandate
- Supporting RMs in activating clients under advisory services.
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Extensively covering Gujarat - Ahmedabad, Baroda & Rajkot under the hub-and-spoke model Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client.
- The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, NonConvertible Debentures, Real Estate and RE Funds, etc.
- Actively working towards setting up Family Office services for top notch clients of the bank
- Working on plans covering need of family office, market practices and advantages to the firm and clients
- Advising on pricing structure and comparison with competition in India in this space.
- Highlighting the relevance and importance of robust portfolio review and reporting structure.
- Working on timelines, processes and services to help develop and strong Family Office proposition
- Advising clients on Trust services and estate planning.
- Understanding requirements of clients and large family and advising accordingly on setting up trusts and managing businesses and investments through trusts.
Interested candidate please share profile on Associate2@jobsnavigator.co.in
References most appreciated if you can share.
Thanks
Farheen
766+225102
