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The Edge Partnership
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Practise Head - Private Wealth Management
The Edge Partnership
posted 1mon ago
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Job Description
- 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.
- 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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