Financial Advisor - Private Wealth Mgmt

Designation: Financial Advisor

Level : AVP / VP - Financial Advisor - Private Wealth Management

Role Definition: "Leverage the Institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients".

- Acquire and advise High Networth Clients on Financial Investments.

- Client segment: HNW/ UHNW - clients with Financial Assets > $ 0.35 million (Rs. 1.5 cr and above)

- Offer products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few Offer Edelweiss Institutional solutions and strategies to UHNW clients

- Lead a team of Associate Financial Advisors"

Minimum years - 4-7 years

Preferred industry -

- Private Banking, Banks' wealth management teams (Premier, Gold), Corporate bankers, Private Wealth Management

CTC : 8 to 30 lakhs

Please feel free to contact me for further discussions

Deepa
040-40128057