Private Wealth Management - UHNI - BFSI

Role: Private Wealth Management-UHNI

Location: All Tier 1 & 2 Cities in India

Experience: 7-16 yrs

Looking for:

A focused approach to cater to the financial & non financial needs of the UHNI/Family Office clients. wealth management practice extends from end-to-end portfolio advisory & aggregated portfolio reporting to transaction advisory and value-added professional services including estate planning, tax advisory, real estate and corporate finance.

Customer segment:

Includes people who have a minimum investible surplus of 1 Mn USD, and can go upto some of the largest families of the country. These will have prominent industrialists, professionals (lawyers, doctors, CAs etc), CXOs, and will go on to emerging businessmen

Extensive support from the Investment & Family Office Advisory team to help get a better wallet share of the existing customers by offering complete advisory and investment solution

Right mix of People/Product/Brand and Platform

Leadership expertise and joint efforts on client relations

For more details, apply for the same with your contact details and resume. I will reach back to you as per the relevancy of your profile exposure

Lijy Ronnie
Sr. Consultant -BFSI
Elixir Consulting(GI Group)