Candidate should have minimum 5 years of experience in managing client relationships, preferably in a private bank/family office structure. Thorough knowledge and understanding of global economy with relation to investment advisory is a must.
Candidate would act as support to senior banker, in managing, consolidating and deepening wealth of clients for which, he/she should have at least 3 years’ experience in private banking. Should be well-versed in various investment products to effectively assist senior bankers/directors.
With a minimum of 2 years’ experience in the field; the candidate will be required to provide support to the Relationship Managers for investment related activities across all asset classes and investment products, including but not limited to - Mutual funds, direct equity, structured products, real estate funds.
Candidate should have fundamental knowledge of private banking and the investment universe. Should be able to converse intelligently with colleagues and product representatives. Should be proficient in power point and/or another graphics programme to be able to create tasteful and aesthetic presentations. Mastery of Internet research and excellent project management skills.
Should have a minimum of 2 years’ experience.
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