Principal - Client Partner with a Wealth Management Company, Delhi
Experience: 10 - 15 Years
Industry Type: Wealth Management
Posted Date: 13-Apr-17
Job Description & Candidate Profile
Person has to Set up the Delhi Office, so person must have an entrepreneurial mindset
Identify potential Uber-wealthy families with financial assets of over - 50 Crs.
Sourcing/ Acquisition of clients which fit into this category.
Facilitate Meetings/ Interaction to culminate in signing up as a client of the firm.
Manage relationship on an ongoing basis.
Advantage of being an early mover in an emerging segment of Family Office/ Investment Advisory.
Opportunity to be a part of growth of a young company as it grows in size and stature
Significant learning potential with the firm expanding in capabilities.
Self-initiative to be rewarded well
Opportunity to develop a client roster of some of the richest Indians.
Immense potential for an individual to gain experience, perform well and take on larger responsibilities within the firm.
Growth from within- policy shall favor early employees with proven delivery track record.
Financial services is one of the best paying segments and over time, as the individual displays consistent performance, emoluments will commensurately grow.
Company provides an opportunity to utilize and upgrade/acquire skills.
Backed by a robust advisory process and strong back end infrastructure.
Significant training and mentoring on the job.
A friendly and interactive atmosphere with flexible protocols.
Flat hierarchical structure
Personality traits required:
Experience in Relationship Banking, Wealth Management with an existing set of Ultra High Net-worth clients, UHNI definition being above 25 Cr Investible surplus.
Good Communication and Investment Aptitude.
Go-getter attitude, Self- driven and ability to take on responsibilities
Ability to understand and grasp various facets of financial services.
The company focusses on a client centric alignment and hence requires highest level of Integrity
A Multi Family Office that handles all financial matters of Uber-Wealthy Families/ Corporates.
One of the earliest firms in India, to be registered under SEBI's new Investment Advisor guidelines.
Specialized in facilitating Investment Advisory, Corporate Finance, Private Equity, Business Advisory, Legal & Taxation etc. Presently expanding its capabilities to fulfill client needs.