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Principal - Client Partner with a Wealth Management Company, Delhi
 
Summary
Experience: 10 - 15 Years
Location: Delhi
Compensation: 40L
Education: MBA
Industry Type: Wealth Management
Posted Date: 13-Apr-17
 
 
Job Description & Candidate Profile
 
Job Description:
  • 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. 
Growth Potential:
  • 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. 
Work Environment:
  • 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 
 
Company Profile
 
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. 
 

Contact Details

 
Company Name: The Recruiters
Executive Name: Shantanu Saha
Telephone: 0124 4142010
Reference ID: shantanu@therecruiters.net
 
 
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