AVP - Sales - Family Office/Private Wealth Management - NBFC (5-15 yrs)
The opening is with a leading NBFC in Mumbai.
Role:- AVP-Sales - Family Office
Company: NBFC
Location: Mumbai
Qualification: 5 to 8 years of experience in Client acquisition, Business Development, dealing with HNI,UHNI, Wealth Management, Investment Banking, Private Wealth Management,Family Office
Responsibilities of the role :
- Client acquisition and wealth management of HNI /UHNI
- Responsible for Creating Family Office
- Responsible for setting up Investment Advisory Services and Family Office offerings
- Responsibilities span across investment management & portfolio analytics to business development & client relationships for Family Office
- Set up the end-to-end Investment Advisory proposition - to portfolio construction to review process, strategic and tactical allocations based on investment outlook and client profile, product research & tie-ups with third party service providers
- Set up the end-to-end Investment Advisory proposition for client
- Family Office business development
- Next generation transition, succession. Advising on their Succession Planning and Estate planning through legally compliant tools like Trusts, Wills, Companies, LLPs
- Suggesting, documenting, implementing, executing, and reviewing Structures for the clients
- Responsible for setting up Family meetings
- Responsible for managing CRS activities
Interested candidates kindly share updated CV with current/expected CTC or contact on 022-61361611
Smita
Accura Partners,Mumbai
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