Sr RM & Advisory
- 4Thoughts Finance
- Bangalore City, Bangalore (IN)
- Up to $20,000 per year including benefits
- 02 Mar 2023
- 01 Apr 2023
- Job Function
- Wealth Management
- Industry Sector
- Asset Management
- CFA Charterholder, Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending)
- Employment Type
- Full Time
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
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: Minimum 2-3 years of experience in the relevant industry.
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
Being a wealth advisor managing all the activities of the client’s portfolio with the
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