Job description
Person Specification
Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs including local market, tax, estate planning and liquidity.
- Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
- Experience of building a client base using internal and external networks
- Effective in gaining an in-depth understanding of client s needs and advising on a diverse range of wealth management solutions
- Satisfies the criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified.
- Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client s requirements.
- Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment.
- Excellent market exposure and multi-disciplined private banking expertise
Essential Skills/Basic Qualifications:
- Educated to Degree level
- Appropriate regulatory qualifications
- Fluent in English and Hindi
- Fluency in other Indian languages added advantage (regionally-specific)
Desirable skills/Preferred Qualifications:
- Excellent interpersonal and communication skills
- Entrepreneurial spirit but also with a collegiate approach
- Embraces challenge and an evolving/changing environment
- Rapidly assimilates new information and applies this knowledge as appropriate
