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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Recruitment Services |
| Functional Area | SBU Head / CEO / Director |
| EmploymentType | Full-time |
We have an opportunity for Director Wealth/Investment Analytics with one of our client in Mumbai.Looking for a dynamic, experienced investment/wealth analyst professional to be responsible to lead a new global UHNI customer engagement initiative. The candidate must have the finesse, customer engagement skills and a demonstratd track record in executing a strategic business development plan to meet budgeted financial performance. The candidate will be functionally proficient to lead a team that can handle Asset Allocation, Portfolio & Investment Analysis, Securities Selection, Investment/Tax Optimization etc.The candidate should have excellent client facing and communication skills.Role Description:- Plans, oversees and operationalize achievement of companys vision/mission through capture of select opportunities in key markets.- Relationship building and portfolio management of the companys existing Ultra-HNI clients (Single/Multi Family Offices) to achieve budgeted sales- Build new customer and partner relationships to drive incremental sales growth.- Sales process and pipeline management - Build Investment Policy Statements for HNI clients- Formulate the asset management strategy for the portfolio- Active hands on analysis of investment portfolios - including periodic asset review with HNI clients and senior management- Develop a Risk Assessment and Project Execution framework- Assist in conducting comprehensive due diligence and portfolio cost reduction, improvement in risk adjusted returns- Support in the analysis of historical investment performance, portfolio performance, financial statements, financial models, and industry researchEducation and Experience:- CA/MBA Finance with 10-12 years of experience in asset allocation, portfolio construction, securities selection.- Must have worked on HNI portfolios in a Bank or Wealth management company.Desired Candidate Profile - Ability to communicate in a clear, concise manner - Ability to work positively with the wide range of individuals involved with the program- Ability to find innovative ways to resolve problems, conflicts - Good interpersonal skills- Ability to influence and collaborateThis job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.,
Keyskills :
investment policy statementssales processdue diligencecost reductionrisk assessmentasset managementasset allocationwealth managementproject executioninvestment policy