Senior Vice President

Jhaveri Securities

Role & responsibilities:

• Relationship Management: Build and maintain long-term relationships with a portfolio of private clients, serving as their "financial quarterback."
• Strategic Planning: Develop comprehensive financial plans that include asset allocation, retirement planning, risk management, and tax-efficient strategies.
• Portfolio Analysis: Monitor market trends and rebalance client portfolios to ensure alignment with risk tolerance and long-term objectives.
• Business Development: Proactively identify and acquire new high-net-worth clients through networking, referrals, and community involvement.
• Collaboration: Coordinate with clients' external legal and tax advisors to ensure a seamless execution of estate and legacy plans.
• Compliance: Maintain strict adherence to industry regulations, fiduciary standards, and internal firm policies.

Qualifications & Skills

• Education: Bachelors degree in Finance, Economics, or a related field (MBA or Master s preferred).
• Certification: CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation is highly preferred.
• Experience: 3 years in private banking, investment management, or financial planning.
• Technical Savvy: Proficiency with CRM software (e.g., Salesforce), financial modeling tools, and portfolio management systems.
• Soft Skills: Exceptional communication skills and the "bedside manner" required to handle sensitive family dynamics and market volatility.