Team Lead- Wealth Management

RESPONSIBILITIES & TASKS:

• Understand in detail clients investment needs & create a long term Asset Allocation plan.
• Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
• Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
• Handle the clients’ investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
• Managing team and client relationships and generating AUM from preferred clients.
• To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement. 

CORE SKILLS & EXPERIENCE REQUIREMENTS

• Complete understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Skills & Experience:

• Experience of advising clients across asset classes.
• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

 PERSONAL CHARACTERISTICS

• Communication skills - organizes thoughts logically and articulates them clearly and concisely
• Drive For Results / Business Acumen Focus
• Displays ability to think out of the box. Solution provider.
• Strong analytical skills and ability to work in teams.