Jobs

    Associate Director - sany, India - Randstad India

    Randstad India
    Randstad India sany, India

    2 weeks ago

    Default job background
    Description
    Vice President/AssociateDirector/ Director Chennai/Coimbatore/Tirupur/Trivandrum15 Years or Above MBA Finance orequivalent JobDescription:
  • New Client Acquisition
  • Assetallocation analysis & Financial Planning
  • Handling a portfolio of UHNI clients with the teamleader
  • Growing share of wallet of the clientstotal portfolio (AUM/AUA)
  • Understanding theclients needs and be able to advise effectively on portfoliodecisions and suitable investment ideas
  • Portfolio monitoring and analysis by leading the processdirectly or with a team of portfolio analysts
  • Collaboration with Nonwealth inhouse teams like Realestate Lending Solutions (mortgages) Investment Banking (privatetransactions fund raise etc) and through partner platforms inEstate planning (Succession wills trusts etc) private placementsand other ancillary offerings (insurance international investmentopportunities etc.)
  • Owning transactionexecution and management
    • Requirement:
    • Candidate should be full timeMBA/PGDM with specialization in Finance with relevant workexperience
    • Should have thorough knowledge offinancial markets and different asset classes
    • Should preferably carry his/ her own base of clients whocan be introduced to the clients proposition
    • Should have an excellent network of clients and prospectswho can be tapped for business
    • Should haveExcellent Analytical Problem Solving and Communication Skills andbe a good team player
    • Should be an independentselfdriven goal oriented and entrepreneurial individual who ismotivated by making a positive impact on the team and theorganization by creating something new rather than being part of astructured team.
    • Should have a balancedpersonality with a good bend of patience and hunger
    • Should be passionate about Wealth Management andimpacting clients
    • Should be relationshiporiented with good interpersonal skills
    • Should have the DNA for client centricity andquality
    • Should have considerable skills inoffice tools like Excel PowerPoint etc.
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