Opportunity with a leading financial Company  Location: Mumbai  Position/Function   Wealth Management Sales (Private Wealth)  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 :  Acquire and advise HNI and Ultra HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.  Understand in detail clients investment needs & create a long term Asset Allocation plan.  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.  Pratyancha Gautam, 022 4933 1500

Mumbai

Private Wealth Manager - Sales - BFSI 

Private Wealth Manager - Sales - BFSI  ,Job Description for Private Wealth Manager - Sales - BFSI  in Team Lease in  Mumbai for (5-20) years of experience. Apply Now!

Job Description for Private Wealth Manager - Sales - BFSI  in Team Lease in  Mumbai for (5-20) years of experience. Apply Now!