Vice President- Client Advisor- Wealth Management (12+ years)

Location: Mumbai
Discipline: Banking & Finance, Investment Banking
Job type: Permanent
Contact name: Akshita Garg

Contact email: akshita.garg@crescendogroup.in
Job ref: 37674
Published: 2 days ago

Vice President –Client Advisor (12+ Years)

An exciting job opportunity for professionals having 12+ years of experience in supporting Private bank client advisor’s and servicing clients.

 

Location: Mumbai/ Bangalore

 

Your future employer:

A leading, global group with a strong foothold in specialty financial services serving millions of customers across the full spectrum.

Responsibilities:

    1. Co-ordinating for account opening documentation

    2. Assisting in account opening/ client on-boarding/ KYC processes

    3. Researching client enquiries and managing follow up communication

    4. Servicing clients and updating client information

    5. Acting as a key engagement point between local teams

Requirements:

    1. Chartered Accountant/ MBA with 12+ years of experience

    2. Understanding of client life cycle

    3. Experience in building and leading teams

    4. Strong PC skills including MS Excel, MS Word, MS Access and Outlook.

    5. Investment banking product knowledge including derivatives, equities, fixed income and debt securities.

 

What is in it for you?

  1. Fast track career growth

  2. Market leading remuneration

  3. Liaise extensively with stakeholders

Reach Us:

If you think this is the right opportunity for you, feel free to apply or forward your application with your updated resume at Akshita.garg@crescendogroup.in for further discussions.

Disclaimer:

Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment.

We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Keywords: Crescendo Global, Crescendo, client advisor, client servicing, client services, asset classes, client on-boarding, account opening, trade life cycle