Job Description

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) 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 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: 5-15 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