Job Description
:
- Identify potential UHNI individuals with financial assets of over - 10 Crs.
- Sourcing/ Acquisition of clients which fit into this category.
- Facilitate Meetings/Interactions to culminate in signing up as a client of the firm.
- Manage relationships on an ongoing basis.
Growth Potential:
- Advantage of being an early mover in an emerging segment of Family Office/ Investment Advisory.
- Opportunity to be a part of growth of a young company as it grows in size and stature
- Significant learning potential with the firm expanding in capabilities.
- Self-initiative to be rewarded well
- Opportunity to develop a client roster of some of the richest Indians.
- Entrust Family Office follows a 'Deliver and Grow' mantra for employees. Immense potential for an individual to gain experience, perform well and take on larger responsibilities within the firm.
- 'Growth from within' policy shall favor early employees with proven delivery track record.
- Financial services are one of the best paying segments and over time, as the individual displays consistent performance, emoluments will commensurately grow.
Work Environment:
- Family Office provides an opportunity to utilize and upgrade/acquire skills.
- Backed by a robust advisory process and strong back-end infrastructure.
- Significant training and mentoring on the job.
- A friendly and interactive atmosphere with flexible protocols.
- Flat hierarchical structure
Employement Category:
Employement Type: Full time
Industry: Banking / Financial Services
Role Category: General / Other Software
Functional Area: Not Applicable
Role/Responsibilies: Vice President/Senior Vice President - Client
Contact Details:
Company: Coe Solution
Location(s): Bengaluru
Keyskills:
reporting
corporate finance
sales
marketing
family office
finance
private equity