The Edge Partnership

Vice President – Client Services (Global Private Banking) (BB-60606)

Found in: Talent IN

Key responsibilitiesWork with various internal clients and groups to provide reporting solutions to meet external client’s needs.Partnering closely with client facing team to initiate account opening, Investment Mandate documentation, presentations for client meetings, pitchbooks, background research and Periodic updating of client information.Analysis of Private Client, Institutional clients and comparison of Clients portfolio performance with the appropriate benchmark analysis.People ManagementRole requirementsA relevant qualification (MBA /CA) with 10+ years of experience in Global Private Banking Wealth Management space.A must experience of the client life cycle and Products/Asset classesExperience in building and leading offshore teamsStrong communication, presentation, and analytical skills.Strong inter-personal skills and evidence of working across teams and geographies to produce timely and accurate output.

calendar_today10 hours ago


location_on Bengaluru, India

work The Edge Partnership

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