Consultant at See & Recruit (India) Pvt Ltd
Views:2703 Applications:103 Rec. Actions:Recruiter Actions:18
Investment Counselor/Investment Strategist (10-15 yrs)
I am currently running a mandate that of an Investment counselor/investment strategist with a reputed private banking/wealth management outfit.
This role involves of advising the clients on their wealth portfolio across asset classes.
Acquisition is not part of the KRA
Specifications are as follows:
Minimum of 10 years of experience into the wealth space.
Thorough knowledge on the private banking products like equity, mutual funds, structured products, bonds, private equity, insurance etc.
Good experience on advising HNI clients on their portfolio.
People from wealth background only must apply
CTC/Designation is negotiable
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.