Team Lead – Wealth Management Talengage

The Corporate Institute; India; On-site; INR 7,000,000 - 11,000,000; Full time

Job summary

The Corporate Institute is seeking an experienced wealth management professional with a track record in private banking and high net worth client services. You will meet with clients to discuss goals, manage portfolios, and acquire new clients while coordinating with teams to deliver tailored financial solutions.

Ideal candidates have 8-20 years in wealth management, a relevant bachelor’s degree, and a strong network of UHNW clients.

Qualifications

• 8-20 years of experience within private banking or wealth management.
• Bachelor’s degree in economics, accounting, finance or business management from a well-known university.
• Good understanding of investment products and asset classes.
• Strong network of clients across UHNWI/HNWI, family offices and/or institutions.
• Strong communication skills.

Responsibilities

• Meet with clients in person to discuss financial goals and recommend investment products.
• Manage team and P&L.
• Acquire new clients.
• Explain investment products and services to prospective clients.
• Liaise between the organisation and clients, managing accounts and investments, and providing financial services.
• Review clients’ current investment portfolios and recommend changes to meet their needs.
• Provide financial advice to high net worth individuals and institutions to help them manage their assets and liabilities.
• Provide financial advice and services to clients in order to meet their short-term and long-term financial goals.

Skills

Client meetings

Wealth management

Private banking

Networking

Communication

Education

Bachelor's degree in Economics

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Business Management

Job description

About Our Client:

The client is a leading NBFC with multiple offices.

Job Description:

• 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.