Manager/Senior Manager/AVP/VP/SVP - Private Banking/Wealth - NBFC

We are hiring on behalf of our client, a leading premier NBFC in Private Wealth/Banking

Looking for Candidates with Excellent Market exposure in Private Wealth, Corporate Finance, M & A, and Private Equity & managing clients with AUM of more than INR 50 Crores

Please note : - Level/CTC discussions are flexible & are considered case to case basis - Prefer candidate from the same location.

Job Description

Wealth Group

Position/Function: Wealth Management Sales

Level (Range)

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

Qualification

MBA / CFA / CA / Post Graduate

Critical Exp. Essential

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

Job Responsibility

- 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.

Interested candidates with relevant work experience can reach out to me or contact - 9971488669

Taran Paul
Director - Talent Hunt & Alliances
Team Invictus
Invictus Recruitment Consultancy LLP
Mob - +91-9971488669
Mob - +91-9910288669
https://www.linkedin.com/in/taran-paul-a0624559