AVP-Wealth Management

Job Overview

AVP-Wealth Management

Job Summary

Role: AVP-Wealth Management(Family Office)

Location: Mumbai

Experience Required: 8+ years

Roles & Responsibilities

- Establish, grow, and manage investment relationships with clients 

- Be the primary client contact and trusted investment advisor

- Deepen existing client relationships by providing appropriate investment advice and solutions 

- Acquire new clients through market intelligence & engagements 

- Drive sales of client products to suitable client portfolios

- Share market updates and house views to clients on a timely basis

- Update clients on their investments and its performance

- Leverage existing client relationships and other sources to acquire new clients

- Recognize changes in client’s/ market environment which may present opportunities

- Enhance client experience through strong relationship management

Requirements

- Master’s in business administration or any equivalent degree

- Superior understanding of Markets and Products

- Strong knowledge of different asset classes

- Experience of providing investment advice and solutions

- Strong interpersonal and communication skills

- Good Analytics Skills

- Digital mindset