AVP/VP/Senior VP - Wealth Management - BFSI

Wealth Group - Wealth Advisor

Position/Function Wealth Management Sales

Level (Range) Associate/Senior Associate/AVP/VP/Senior VP (Designation depending on the level of seniority & the number of years of experience in the wealth domain)

Location Pan India

Qualification MBA / CFA / CA

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

Job Responsibility : (Individual Role)

- 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.