Role: Relationship Manager UHNI Clients

About the Company :

- 4thoughtsfinance is a Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering Since 2015.Working closely with generation next leaders, the firm has niche set of offerings which are tailor made to suit its client needs and requirements.

- Presently managing net worth of USD 250 million across India and Singapore.

- The firm's activities are focused on providing wealth management, advisory on cross border structures and transactions, advisory on business structuring, sourcing and converting domestic as well as cross border Investment banking deals.

- Organizational structure: Organized as independent partnership, the firm operates only in best interest of its clients independently.

- Presently it is shared by 3 whole time and 2 Independent Partners and 15 Advisors and Senior Advisors across divisions of wealth, structure, and compliance.

Client Profile : Firm has built its network by word of mouth and works in network of leading Indian business houses, new generation entrepreneurs, CEO and CXO level Individuals.

Description : The Candidate should have a strong communication and interpersonal skills and the ability to build and maintain relationships. The candidate should be very good with numbers and must be a strategic thinker who has ability to analyze and solve problems quickly. One should be Intuitive to customers' needs.

Qualification : Post Graduate in commerce (PGDM/ MBA/ M.com), Preferable- should have scored good marks in Higher Schooling- 10th & 12th Standard.

Skills : Expertise hand over Microsoft excel, ability to work well with others and lead a team, attentive to detail and organized, must be self-motivated, flexible and able to manage several jobs at one time.

Language : Candidate should be proficient in English & Hindi

Experience : Freshers are encouraged to apply. 1 or 2 years of experience is a bonus.

Role & Learning's : Via this job candidate will have an international exposure. As the company has global footprints; role will revolve around dealing with analysis of global products and developing understanding of those verticals.

Key Roles :

- Client Servicing- HNI Clients and other wealth clients.

- Produce monthly client portfolio reports, which include key metrics, financial results, and variance reporting

- Assist in performing the portfolio audit of all the prospects and preparing a quick summary presentation

- Coordinating with several internal & outsourced teams, agencies, banks etc.

- Controlling/tracking of all the documents and keeping logs of all the data

- Monthly cashflows of clients.

- Execution of the Indian & Foreign Funds

- Post execution - perform client specific reconciliation

- Tracking the third-party investments made by clients, seeking reports etc for analysis

- Checking internal software/reporting system for periodic accuracy

- Record all the queries and keep a track of deliverables

- Co-ordination with clients for all periodic bank statements and other statements and inform the product/research team

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