Description
We are seeking a Wealth Advisory professional to join our team in Mumbai. You will work with clients to provide a world-class range of investment solutions and products across all asset classes, wealth structuring, lending, and banking services.
Key Responsibilities:
- Provide SME expertise on specific products and services to customers and colleagues
- Identify market trends, new features, and regulatory requirements to support product development
- Respond to customer inquiries and resolve issues
- Present product advantages and features to potential customers
- Assist with marketing material development
- Participate in training sessions and workshops
- Showcase the product at events and conferences
Assistant Vice President Expectations:
- Advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness
- Lead a team performing complex tasks and set objectives for team members
- Demonstrate leadership behaviours to create an environment for colleagues to thrive
- Consult on complex issues and provide advice to People Leaders
- Identify ways to mitigate risk and develop new policies and procedures
Requirements:
- Graduate qualification from a recognized institution, preferably in law or company secretary
- Understanding of basic client requirements on succession planning, trust, and fiduciary services
- Good project management and networking skills
- Good interpersonal and influencing skills
- Adaptive and quick learner with analytical skills
Desirable Skills:
- Experience with structure documentation and legal agreements
- Ability to connect with legal teams to document client requirements
- Involvement in governance activities and risk assessments