This job offer is not available in your country.

Assistant Vice President, Treasures Private Client

ConfidentialMumbai

30+ days ago

Job description

Description

The Assistant Vice President, Treasures Private Client will be responsible for managing a portfolio of high-net-worth clients, providing them with tailored investment strategies and exceptional service. This role requires a deep understanding of the financial markets and the ability to build strong client relationships.

Responsibilities

Manage and grow the portfolio of high-net-worth clients in the Treasures Private Client division.
Develop and implement tailored investment strategies based on individual client needs and market conditions.
Conduct regular portfolio reviews and performance analysis for clients.
Collaborate with internal teams to deliver exceptional service and solutions to clients.
Stay updated with market trends and economic developments affecting client investments.
Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
Provide insights and recommendations to clients on wealth management and financial planning.

Skills and Qualifications

Bachelor's degree in Finance, Economics, Business Administration, or a related field.

10-15 years of experience in wealth management, investment banking, or financial services.

Strong understanding of financial instruments, investment strategies, and market analysis.

Excellent interpersonal and communication skills, with the ability to build rapport with high-net-worth clients.

Proven track record of managing client relationships and achieving sales targets.

Strong analytical and problem-solving skills, with attention to detail.

Ability to work independently and as part of a team in a fast-paced environment.

Skills Required

Treasury Management, Risk Analysis, Hni Sales

Create a job alert for this search

Vice President • Mumbai