Global Private Bank (GPB) Advisor Support India team is an extension of the global sales organization and partners closely with the Client Advisors - Bankers, Investment specialists, Lending Advisors, Wealth Advisors, Market / Regional Leadership to support them on activities across the client/sales life cycle – Prospecting / Lead generation, creating pitchbooks / updating marketing materials, supporting client onboarding, ongoing client portfolio reviews and analysis, goal based analysis and researching client queries. The team operates in a globally integrated format with strong alignments to Advisors of a given Region/Market to enable contribution to business priorities.

Job Responsibilities-

Conduct Research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting Prepare presentations and materials for prospective client meetings (background research, other client connections, latest news, establish source of wealth, identify news/ politically exposed persons) Support the Client Onboarding process in partnership with Client Advisor/Banker and onshore analyst by liaising with middle office/Ops and other relevant groups – assisting in account opening documentation/review Prepare Pitchbooks and other marketing materials for client meeting including Goals Based Planning, Investment Proposals, Consolidated Asset Reports, Client Performance Reviews of Investments with insights and Portfolio Optimization/Rebalancing Support Client Advisors to develop and maintain strong relationships with high-net-worth clients, understanding their financial goals, preferences, and risk tolerance. Act as a catalyst for Client Advisors by proactively monitoring clients' portfolios and financial flows, staying abreast of market trends, regulatory changes, and economic developments that may impact their wealth management strategies. Support Client Advisors by attending PB Morning Meetings and reviewing client portfolios to assess progress towards goals, adjust investment strategies, and recommend changes as needed. Stay informed about competitive offerings and industry trends in private banking and wealth management, leveraging market insights to enhance client service and drive business growth. Perform a role of Advisor to Client Advisors by identifying opportunities to deepen client relationships and expand the breadth of services provided, including cross-selling additional products and services.

Specific responsibilities of the individual in a Regional / Market(s) lead role would be as follows -

• The lead would need to be hand-on, develop in-depth subject matter expertise with the tasks described above and contribute to the particular Region / Market aligned, as well as guide the junior resources on the team with functional nuances

• Responsible for Business Development – Apply business / product / process understanding to identify opportunities to build depth in the function, move up the value chain from a complexity standpoint and work towards end to end ownership of appropriate tasks

• Establish strong controls and governance framework to ensure proper integration of the India team with the global partners

• Stakeholder management – effective communication and regular status reporting to key business stakeholders

• Analyze existing capabilities and identify priority gaps and opportunities; drive process efficiencies and best practices within the team

• Lead and be the catalyst for change as requirements and priorities shift as we progress from planning to execution

• Encourage and drive collaboration with related functions/groups supporting this business locally and globally to drive integration and efficiency

• Be part of Performance Appraisals, monthly 1:1s and employee career development

 

Required qualifications, skills and capabilities

We seek candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the lead is expected to act as a key engagement point with location teams and lead a highly motivated team for both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:

• MBA/CFA/FRM/CFP or an equivalent professional degree with 7+ years of experience

• Broad experience in Financial/Banking Industry and excellent understanding of the investment life cycle, products and asset classes

• Experienced people manager adapt at working in matrix organization and managing dynamic high performance teams

• Proactive, self-motivated and solution oriented approach, project management skills would be useful

• Hands on multi-tasker, self directed, capable of working independently and as part of the team.

• Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management

• Absolute discretion when dealing with confidential matters. Able to work independently and adaptable to work in demanding environment

• Excellent interpersonal skills, both written and oral. Exceptional follow-up and follow-through skills. PowerPoint and Excel expertise required

 

Preferred qualifications, skills and capabilities

• Knowledge of BI Tools to lead business/process simplification initiatives would useful

• Any experience in building and leading offshore teams would be helpful