Role Definition "Leverage the Edelweiss Institutional and Global Wealth
Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients.
Acquire and advise High Net worth Clients on Financial Investments.
Client segment: HNW/ UHNW - clients with Financial Assets > $ 0.35 million (Rs. 1.5 cr and above)
Offer products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few
Offer Edelweiss Institutional solutions and strategies to UHNW clients
Lead a team of Associate Financial Advisors"
Experience Minimum years 4-7 years
Preferred industry Private Banking, Banks' wealth management teams (Premier, Gold), Corporate bankers
Education Preferred: Education Pool MBA, CA, CFA
Skill-set Functional Skills "Asset allocation
Portfolio construction, review and rebalancing
Knowledge of Financial Products and solutions"
Soft skills: Relationship management skills