Assistant Vice President - Wealth Management

Building Services Design & Energy Institute - MEPa2z; Bengaluru; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Bengaluru, Karnataka seeks an experienced AVP in Wealth Management to lead client relationships and investment strategy, with a focus on mutual funds and PMS. You will oversee portfolio management, coordinate with internal teams to implement strategies, and monitor market trends to adapt recommendations.

Stay updated on regulatory changes and ensure compliance, while delivering high-quality financial services to a discerning client base.

Qualifications

• Proven wealth management experience with mutual funds and PMS.
• Excellent communication and interpersonal skills.
• Strong analytical skills and attention to detail.
• Ability to work independently and in a fast-paced environment.
• Relevant finance certifications are a plus.

Responsibilities

• Develop and maintain relationships with high-net-worth clients and deliver tailored investment solutions.
• Oversee portfolio management and ensure alignment with objectives and risk tolerance.
• Collaborate with internal teams to implement investment strategies and monitor market opportunities.
• Stay updated on market trends, regulatory changes, and economic developments.
• Provide mentorship to junior team members and deliver client reports and analyses.

Skills

Wealth management

Mutual funds

PMS

Client relationships

Communication

Job description

We are seeking an experienced Assistant Vice President (AVP) in Wealth Management to join our dynamic team in Karnataka. The ideal candidate will have a strong background in wealth management, with a focus on mutual funds and portfolio management services (PMS). As an AVP, you will play a crucial role in managing client relationships, developing investment strategies, and ensuring the delivery of high-quality financial services to our clients.

Key Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions.
• Oversee the management of client portfolios, ensuring alignment with investment objectives and risk tolerance.
• Collaborate with internal teams to create and implement investment strategies that leverage market opportunities.
• Stay updated on market trends, economic developments, and regulatory changes affecting wealth management and investment products.
• Provide mentorship and guidance to junior team members, fostering a collaborative and high-performance culture.
• Prepare and present detailed reports and analyses to clients, demonstrating the performance of their investments and recommending adjustments as necessary.

Required Skills

• Proven experience in wealth management, with a strong understanding of mutual funds and PMS.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and stakeholders.
• Strong analytical skills and attention to detail, with the ability to interpret complex financial data.
• Ability to work independently and as part of a team in a fast-paced environment.
• Relevant certifications in finance or investment management are a plus.