Client Partner - Family Office & Investments

This role in essence would be an Investment Counsellor who would advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager to them, would be required to engage with client at a portfolio level, advise on overall asset allocation and recommend products which are suitable for the clients as per their risk profile and investment objective. It may also require the person to help the client in raising funds, doing transaction advisory in collaboration with corporate finance team or otherwise. The role would entail client mining (predominantly) but also deal/client sourcing occasionally as also helping RM's in converting such large accounts. The person has to be well-versed across financial instruments – plain vanilla to exotic and have a penchant for deal structuring & closures.

The key responsibilities of the role will be as follows: 

• Own the business performance of the region in terms of revenue, market share both in terms of NCA & increased AUM.
• Working closely with Relationship Managers and clients, providing advice on investments.
• Providing clients with specialist investment advice, constructing and managing their strategic asset allocation and tactical portfolios
• Continually seeking to enhance investment platforms in line with evolving market development
• Creating value for the clients across asset classes and managing portfolios
• Driving of strategic and tactical allocation strategies along with Research & Product team - Advisory desk would play pivotal role in product / asset allocation strategies for clients, based on investment views and client's investment needs.

• Responsible for training / educating / coaching and upskilling all colleagues on market and product knowledge
• Coordinating with all AMC / 3rd party Fund Managers and being the interface
• Organizing and conducting event for clients and colleagues with fund manager

Key Skills :

• Market knowledge – Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.

• Specialized product knowledge – Have a specialized product knowledge about various investment products available in the market including:

• Client facing experience and strong analytical skills

• Strong communication skills, with the ability to build relationships with both internal and external clients.