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Recruiter at Manzil HR Services
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Vice President/AVP - Family Office Wealth (15-25 yrs)
Job Responsibility
1. Understand in detail clients investment needs & create a long term Asset Allocation plan.
2. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
3. Advice clients with the assistance of in-house experts on their business need related to Corporate Finance, M & A, and Private Equity.
4. Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Qualification : MBA / CFA / CA / Post Graduate
JOB Specification :
1) Minimum revenue of the client is upto 5cr
2) The person can have Minimum AUM(Asset Under management) in wealth should be 100cr they can be apply.
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