AUM Capital - Head - Wealth Management (8-15 yrs)

A leading Asset Management Company (AMC) with pan-India presence and managing assets of more than INR 25,000+ Crores, catering to Large Corporates Treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country is hiring a "HEAD - WEALTH MANAGEMENT" at BANGALORE, DELHI and MUMBAI.

Key Responsibility Areas (KRA's) :

- Advising "High Net-worth Income Clients (HNI)" clients on various assets viz. PMS, MF, Direct and Private Equity, NCDs, Bonds, Corporate FDs AIF.

- Managing and building financial relationship with new HNI clients and Corporates.

- Build portfolios of HNI clients.

- Assisting them in Asset Allocation, Financial Planning and Risk Management according to the requirement of the customer.

- Sourcing and acquiring New Clients and Client Management and Retention.

- 360-degree Financial planning of HNI, UHNI and Corporate clients.

- Analyzing the 'Risk profile' of clients and pitching the right product.

- Proposing various third party financial products of all AMC & companies like Mutual Funds, Fixed Deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home Loan(HL) and Loan Against Property (LAP).

- Understanding capital market scenarios and knowledge of Wealth.

- Competitive landscape understanding (Competitor activity, new product development).

- Developing and Maintaining Clients relationship successfully.

- Client servicing.

The preferred candidate should meet the following 'Eligibility' criteria :

- Graduate/Post-Graduate along with CFA certification.

- 10+ years of experience working with Investment Banks and Boutique Advisory firms

- Should have good knowledge of products and entire value-chain of Investment Banking activities, including M&A and capital raising

- Excellent understanding of financial statements

- Analytical mind and high level of attention to detail

- Excellent communication, writing and inter-personal skills

- Ability to work independently and meet deadlines under pressure