Cluster/Regional Head – Wealth Management – NBFC Talengage

The Corporate Institute; Mumbai; Presencial; INR 3.000.000 - 6.000.000; Jornada completa

Descripción de la vacante

The Corporate Institute is seeking an experienced Wealth Manager in Mumbai to engage high-net-worth clients, propose financial strategies, and manage portfolios. The role involves direct client meetings, portfolio reviews, and acquiring new business.

Individuals with 10–20 years in private banking and a solid network of UHNW/HNWI clients are preferred, with strong communication skills. Eligibility includes degrees in economics/finance/business management and a deep understanding of investment

Formación

• 10-20 years of experience in private banking or wealth management.
• Degree in economics/accounting/finance/business management from a well known university.
• Strong understanding of investment products and asset classes.
• A good network of clients across UHNWI/HNWI, family offices and/or institutions.
• Strong communication skills.

Responsabilidades

• Meeting with clients in person to discuss financial goals and needs, including recommending investment products.
• Team management and P&L.
• Acquisition of new clients.

Conocimientos

Client meetings

Wealth management

Communication

Networking

Portfolio review

Financial advice

Educación

Economics degree

Accounting degree

Finance degree

Business management degree

Descripción del empleo

About Our Client:

The client is a leading NBFC company with multiple offices.

Job Description:

• Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.
• Team management 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:

• 10-20 years of experience within private banking or wealth management.
• 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.