Assistant Vice President - Wealth Management - Strategic Solutions Group (7-12 yrs)

Location - Worli Mumbai

Grade - AVP

- Analyze Business metrics to identify opportunities for cost optimization and revenue growth

- Contribute to the development and execution of strategies that align with financial goals

- Support pricing budgeting and forecasting processes by providing actionable insights

- Monitor Financial performance and recommend adjustments to meet targets effectively

- Prepare high quality deal collaterals financial models and presentations under the guidance from senior team members

Collaborate with wealth managers to :

- Develop tailored solutions to address client needs, ensuring the alignment with strategic goals

- Enhance client experience and satisfaction

- Showcase private equity transactions to large family offices

- Assist in identifying and pursuing new business opportunities , enhancing client portfolio growth

- Actively engage with the VC / PE Funds and the investment banking ecosystem

- Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating

- Contribute to systemization and platform strengthening to achieve scale and sustainability

- Maintain the confidentiality of sensitive information

- Manage financial, regulatory and reputational risk for the firm and its clients prudently

- Review operational controls periodically to ascertain adequacy and effectiveness

- Participate in cross functional projects

- Invest time in knowledge enhancing initiatives

- Adhere to the personal development plan

- Manage the expectations of stakeholders effectively such that the feedback from them is satisfactory

- Foster teamwork and collaboration at all levels of the organization

- 7+ years of experience in Investment banking primarily in VC and PE Advisory, M&A in Investment banking (Corporate Finance M&A)

- Transaction advisory services, Due diligence agencies or equivalent

- Strong written and oral presentation skills

- Working knowledge Microsoft suite of applications

- Excellent communication and interpersonal skills to manage client relationships effectively

- Ability to work in fast paced, Client Centric Environment