Private Client Group - Investment

Work Level: Individual

Core: Communication Skills, Result Driven

Leadership: Building Work Relationships, Responsive

Role:

Industry Type: Banking

Function: Investment Banking, Private Equity & VC - Other

Key Skills: Private Banking,Private Client Group,Private Wealth,Private Equity,Wealth,Wealth Manager,Mutual Fund,PMS,AIF,Alternate Investment Fund

Education: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner

Role Description

This is a full-time remote position within the Private Client Group - Investment team. The role involves working closely with private clients to develop personalized investment strategies, analyzing financial data, and providing sound financial advice to help achieve their goals. The professional will contribute to business development activities, deliver investment training materials, and ensure compliance with industry standards and client objectives. Effective communication with clients and maintaining long-term relationships will be a key aspect of the role.

Roles & Responsibilities

1. Accountable for achieving monthly & annual sales targets, as agreed.
2. Ensure proper implementation & execution of relationship management & investment advisory strategies.
3. Ensure proper sales spread between products.
4. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.
5. Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
6. Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.
7. Meet Customer Migration targets.

Qualifications

• Strong Communication skills for client interactions, relationship building, and conveying complex financial information clearly.
• Sound knowledge and expertise in Finance, Accounting, and investment analysis to create customized financial strategies.
• Ability to conduct professional Training around investment processes and strategies as needed.
• Experience in Business Development focused on growing client portfolios and identifying new opportunities.
• Excellent analytical and problem-solving skills to address client-specific financial needs.
• A Bachelor's degree in Finance, Accounting, Business Administration, or a related field is preferred.
• Relevant certifications, such as CFA or CPA, are a plus.
• Proven ability to work independently in a remote environment with strong organizational skills and attention to detail.

Company Description

Workassist is a leading online recruitment and employment platform in India, connecting job seekers with relevant opportunities across various industries and experience levels through cutting-edge e-recruitment technologies. We collaborate with global employers to source top talent while providing job seekers with career advancement opportunities. Our partnerships span sectors such as Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT, Operations, and Legal. At Workassist, we strive to enhance the job-seeking experience by bridging the gap between talent and opportunity, particularly in an evolving employment landscape.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!