ASK Asset & Wealth Management
Website:
askfinancials.com
Job details:
Overview
Founded in 2007, ASK Private Wealth specializes Wealth Advisory and Family Office solutions for Ultra High Net Worth individuals and families. We serve over 3,500 Ultra High Net Worth and High Net Worth families, including 150 Fortune 500 families. With decades of experience across market & economic cycles and proven track record of money management, we help clients invest wisely and ensure smooth inter-generational transfer of wealth.
About the Company
ASK Group is a renowned financial services group and a leading industry player in asset and wealth management, catering to some of the most affluent families in India. Started in 1983, we're known for our strong research-based investment management, asset management, private equity, wealth advisory and multi-family office businesses. ASK Group is a portfolio company of Blackstone, world's largest global alternative asset manager.
For more details, please visit our website. clientservices@askwealthadvisors.com
Responsibilities
- Acquire and manage HNI/UHNI client relationships.
- Drive AUM growth, revenue generation, and client retention.
- Provide advisory solutions across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Insurance.
- Conduct portfolio reviews and deliver customized wealth management strategies.
- Build strong referral networks with business owners, CXOs, professionals, and family offices.
Qualifications
- MBA / PGDM (Finance, Marketing, or equivalent)
- CA, CFA, CFP certifications preferred
Required Skills
- 15+ years of experience in Wealth Management, Private Banking, or Investment Advisory.
- Strong network and proven track record of managing/acquiring HNI/UHNI clients.
- Demonstrated success in AUM acquisition and revenue generation.
- Deep understanding of investment products and capital markets.
- Excellent relationship management, networking, and communication skills.
Preferred Skills
- Strong client acquisition capabilities.
- Understanding of investment products and capital markets.
- Excellent relationship management and networking skills.
- Financial planning and portfolio management knowledge.
- Strong presentation, negotiation, and communication skills.
- Result-oriented with strong commercial acumen.
If you have a strong wealth management franchise and a passion for delivering exceptional client outcomes, we'd love to hear from you.
Click on Apply to know more.
