Position - AVP, Family Office Services – reporting directly to the CEO
- Type:
- Location:
- Hyderabad
- Description:
- Seeking clients for Guardian Capital’s financial advisory services.
- Maintaining client relationships—growing client base by referrals.
- Maintaining historical records for GCIA and Clients—both, soft and hard copies.
- Preparing financial reports for clients—this includes excel models and power points—over seeing junior financial planners in making excel models and power point presentations.
- Delivering projects/engagements on time, within budget and to client’s satisfaction.
- Must have excellent English written and oral skills.
- Must be able to speak English fluently and correctly—must have excellent written grammar.
- Most of our communication—internal and external—is in English, so excellent English skills are required.
- Must have advanced Excel skills and PowerPoint Skills. All of our financial planning is done on Excel—as such Excel skills are a must.
- Must have excellent track record, people who’ve worked for professional corporations.
- Must have two excellent references from past work places.
- Must not have switched roles many times over the years—we want people who have had stable careers with clear career growth paths.
- Must have at least 5 years of experience.
- Hiring Manager Details:
-
Ms. K Bhattarai