Join Yum! Brands as Director of Financial Planning, leading financial planning for multiple global brands. Drive strategic financial initiatives and team collaboration across brands and markets.
About the role
- Investment Specialist at Private Bank developing and managing financial products and services. Supporting UHNWIs and Family Offices with banking, investment, and credit needs.
Responsibilities
- Develop and manage the success of specific financial products and services.
- Provide in-depth expertise on a particular product line.
- Bridge the gap between product development, marketing, sales, and customer service.
- Provision of SME expertise on specific products and services to customers and colleagues.
- Understand market trends, new features, regulatory requirements and potential risks.
- Analyze data from sales figures and customer feedback to support product development.
- Respond to customer inquiries and attend client meetings.
- Present the product advantages and features to potential customers.
- Assist with the development and execution of marketing materials for the product.
- Participate in events and conferences to showcase the product.
Requirements
- Long investment counselling, investment advisory and/or investment management experience centred in India.
- Thorough knowledge of Indian and global markets and investment products and services.
- Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India.
- Thorough Knowledge of business opportunities in the region in Investments.
- All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required.
- Senior role in strong PB&WM and/or Asset Management franchises in India.
- Demonstrated ability to build and grow investments business, especially assets under advice/management in PB&WM industry in India.
- Great collaboration skills.
- Key Clients relationship management qualities.
- Platform building and change management skills.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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