Associate/AVP/VP/SVP - Wealth Management - HNI

We are currently looking for Wealth Management Sales professionals for multiple locations in india (Delhi/Mumbai/Ahmedabad/Bangalore/Kolkata/Chennai) across all levels of domain (Senior Associate/AVP/VP/SVP) for one of our leading client in India.

- Designation depending on the level of seniority & the number of years of experience in the wealth domain

- Candidate should have understanding in Equities MF, tax planning,financial planning, profiling, fixed income and exotic structures.

- Qualification: MBA / CFA / CA / Post Graduate

Responsibilities:

Understand in detail clients investment needs & create a long term Asset Allocation plan.

Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

If interested and available, please send your CV or can connect with me to discuss further.

Please refer to anyone who are into wealth domain and is interested to explore the opportunity.