Job Details @ AV Global Advisory

Job Description

- Serve as a dedicated single point of contact for HNWI clients

- Portfolio management

- Review individual account relationships to determine the banking and investment needs of clients

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services

- Leverage product experts to generate product specific investment ideas for clients

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure advisory processes are consistent with defined compliance norms

- Prepare KYC reports of client

- Build knowledge on available products

- Coordinate with IAG/Product/research group

- Create and maintain specific business and marketing plan for existing/new customers

- Leverage networks, partnership, and sources of leads and referrals to access prospective clients

- Interact with internal referral sources to recognize qualified prospects and referral opportunities

- Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)

- Refer clients seeking business advisory services to corporate banking/capital markets team

- Actively cross sell / provide referrals to other Group Business Units/ Product groups

- Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI  Direct/Alternate Products and other cross sell products

- Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business

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Keyskills:   wealth wealth management private banking hni