Website Jobflex 24
We are scouting for a sophisticated advisor to manage and expand a premier portfolio of high-net-worth relationships. You will orchestrate bespoke wealth strategies, integrating investment management and estate planning into a cohesive financial roadmap for elite clients. This role requires a refined approach to acquisition, transforming exclusive prospects into enduring institutional partners through trust and consistent performance.
Your mission involves navigating complex global markets to deliver tailored asset allocation advice that safeguards generational capital. By collaborating with specialized product desks, you will provide access to private equity and alternative investments that outperform standard benchmarks. We need a proactive leader who can anticipate economic shifts to pivot client strategies with agility and foresight.
Success demands acting as a primary brand ambassador, upholding the highest standards of confidentiality and service excellence. You will drive revenue growth by identifying cross-selling opportunities across the wider banking ecosystem. We seek an influential communicator who combines technical mastery with the emotional intelligence to navigate intricate family dynamics and wealth goals.
Requirements:
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Expert track record in managing substantial AUM for HNW or UHNW individuals.
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Deep knowledge of global investment products, fiduciary structures, and tax planning.
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Mastery in networking and high-ticket business development within the private banking sector.
More information
Job Location : Bengaluru, Karnataka, India
Country: India
City : Bengaluru
Job Type : Full Time
Salary : 40000-65000 INR
To apply for this job please visit in.linkedin.com.