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Sun Life Financial

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57 Sun Life Financial Jobs

Lead, Family Office Business

6-11 years

Bangalore / Bengaluru

1 vacancy

Lead, Family Office Business

Sun Life Financial

posted 8d ago

Job Role Insights

Flexible timing

Job Description

Principal Accountabilities

Accountability


Supporting Actions

Portfolio & Business Management


  • Advising on investment strategies, asset allocation & risk management
  • Helping clients invest in tax efficient vehicles
  • Identifying & mitigating potential risks to the familys wealth
  • Acquisition & expansion of client base
  • Build a strong connect with target audience for maximizing the mind share and market share
  • Synergize with all relevant verticals for achieving the desired objective
  • Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city.
  • Provide guidance on family office structuring to new/young family offices
  • Generate product ideas/ insights basis requirements/demand trends in family offices

Build Strong Client Relationship


  • Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards.
  • Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand

Compliance & delivering superior value to customer


  • Ensure compliance on all regulatory and internal audit requirements
  • Ensure all SEBI/AMFI rules and regulations are strictly complied
  • All advisory provided & products suggested should be in the best interest of the client & regulatory complaint
  • All certifications required for various product advisory & selling

Knowledge & Market Intelligence


  • Expert level knowledge on public & private markets
  • Awareness & deep understanding of geo political & macro-economic environment
  • Building market intelligence of client segment, through liaising with internal & external peers across financial industry
  • Product related market intelligence in the industry, competition & the need of clients

Employment Type: Full Time, Permanent

Read full job description

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What people at Sun Life Financial are saying

What Sun Life Financial employees are saying about work life

based on 624 employees
60%
95%
82%
58%
Flexible timing
Monday to Friday
No travel
Night Shift
View more insights

Sun Life Financial Benefits

Submitted by Company
Learning Based Ecosystem
High Performance Culture
Caring and Inclusive Culture
WELLNESS Day offs & additional Wellness allowance
EMPLOYEE ASSISTANCE SUPPORT Programs for mental health and physical wellbeing
VACCINATION SUPPORT Program where our employees and their dependents were vaccinated in office premises +2 more
Submitted by Employees
Free Food
Work From Home
Cafeteria
Health Insurance
Soft Skill Training
Education Assistance +6 more
View more benefits

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