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36 The Edge Partnership Jobs

Practise Head - Private Wealth Management

8-13 years

Mumbai

1 vacancy

Practise Head - Private Wealth Management

The Edge Partnership

posted 1mon ago

Job Description


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Key responsibilities
  • Client Portfolio Management: Oversee existing portfolios and onboard new HNI/UHNI clients.
  • Business Development: Identify, prospect, and engage with HNI/UHNI clients and Family Offices, driving sales across PMS, AIF, MF, equity, and alternative investments.
  • Sales Strategy Implementation: Develop and execute strategies to enhance client relationships and grow wallet share.
  • Client Advisory: Utilize financial expertise to align client needs with investment goals, ensuring superior service and client satisfaction.
  • Compliance: Adhere to KYC, SEBI rules, regulations, and industry legislation while maintaining detailed customer profiles.
  • Research Utilization: Leverage robust research capabilities to identify opportunities for clients and enhance advisory solutions.
  • Team Leadership: Build and mentor a team of entrepreneurial Wealth Advisors, participate in product committee discussions, and explore business growth channels like B2B referrals.
Role requirements
  • Minimum 8 years private banking experience across leading Private Banks, AMCs other wealth platforms.
  • Ability to manage relationships, wealth advisory increase the investment book for new existing Clients.
  • Aptitude towards delivering high quality customer service with good organizational and interpersonal skills. Decision making skills with strong sense of ownership and ability to work under pressure.
  • Experience of Team Handling and performance appraisals is a key requirement.

Employment Type: Full Time, Permanent

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What people at The Edge Partnership are saying

What The Edge Partnership employees are saying about work life

based on 12 employees
67%
100%
87%
100%
Strict timing
Monday to Friday
No travel
Day Shift
View more insights

The Edge Partnership Benefits

Soft Skill Training
Work From Home
Free Transport
Child care
Gymnasium
Cafeteria +6 more
View more benefits

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