We are a leading Private Banking organization which has been rated the best domestic private bank for last consecutive 5 years by Asia money poll. We provide an entrepreneurial environment and the best possible platform backed by strongly researched products bouquet which ensures high performance.  Our clients are discerning and highly informed ultra high net worth individuals who look to us as their trusted private bankers.   We are looking for highly motivated individuals with 6-10 years experience in the financial markets of which the last 4 years should be in Wealth Management.   The incumbent will be required to manage the Investment portfolio of High Net worth customers. He / She will advise HNI clients on all available major asset classes i.e. Equities, Structured products, PMS, MF, Insurance, commodities with a view to protect and grow their wealth by providing solutions to meet their complex needs. Knowledge of investor profiling, financial planning and asset allocation is a pre-requisite.  He / She will monitor the performance of the clients' portfolio and render advisory services to ensure adequate returns and will manage customer centric banking operations and ensure customer satisfaction.  The ideal candidate should have:  - Strong conceptual skills in the area of wealth management, client profiling & asset allocation  - An in depth understanding of financial market and knowledge of wealth management products.  - Excellent communication & relationship skills  - Must be able to create confidence in High Net Worth Individuals and Ultra High Net Worth Individuals

Mumbai

Anand Rathi - RM - Private Wealth - HNI 

Anand Rathi - RM - Private Wealth - HNI  ,Job Description for Anand Rathi - RM - Private Wealth - HNI  in Anand Rathi Securities in  Mumbai for (6-10) years of experience. Apply Now!

Job Description for Anand Rathi - RM - Private Wealth - HNI  in Anand Rathi Securities in  Mumbai for (6-10) years of experience. Apply Now!