Lead, Family Office Business

1 week ago

Bengaluru, Karnataka, India Sun Life Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Principal Accountabilities

Accountability

Supporting Actions

Portfolio & Business Management

  • Advising on investment strategies, asset allocation & risk management
  • Helping clients invest in tax efficient vehicles
  • Identifying & mitigating potential risks to the familys wealth
  • Acquisition & expansion of client base
  • Build a strong connect with target audience for maximizing the mind share and market share
  • Synergize with all relevant verticals for achieving the desired objective
  • Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city.
  • Provide guidance on family office structuring to new/young family offices
  • Generate product ideas/ insights basis requirements/demand trends in family offices

Build Strong Client Relationship

  • Maintain excellent relationship with existing clients and expansion of key clients leading to high volumes of business while maintaining excellent service standards.
  • Build long lasting relationships eventually positioning us as a favored, ethical & trusted brand

Compliance & delivering superior value to customer

  • Ensure compliance on all regulatory and internal audit requirements
  • Ensure all SEBI/AMFI rules and regulations are strictly complied
  • All advisory provided & products suggested should be in the best interest of the client & regulatory complaint
  • All certifications required for various product advisory & selling

Knowledge & Market Intelligence

  • Expert level knowledge on public & private markets
  • Awareness & deep understanding of geo political & macro-economic environment
  • Building market intelligence of client segment, through liaising with internal & external peers across financial industry
  • Product related market intelligence in the industry, competition & the need of clients

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