AVP/VP - Private Wealth Management

Associate Vice President | Vice President - Wealth Management | Private Wealth Management (8-15 yr)

Our Client A Capital Advisors Pvt Ltd firm is a multi family office cum boutique investment bank catering to Promoters of SMEs and Mid sized corporates and Ultra HNI,M & A, Debt restructuring, Working Capital Management, raising PE as well as investment management

Associate Vice President | Vice President - Business Development

Education - MBA (Finance/Marketing)

Salary offered: Open for discussion + Bonus + Plus Variable & Benefits ( Commensurate with Qualification and Experience )

3 - position based at Mumbai - HO

Position Reports to - Executive Director

JD -

- Have a strong client base of medium or large enterprises and should be able to move a large part of those clients BooK Size to for Corporate Finance, Investment Banking and Investment Management requirements. Should have had similar role in his previous organization and also well-versed with financial world | Developing & implementing annual/monthly sales plan, identifying, sourcing & analyze relevant information on industry, market and consumers to develop a volume map of the assigned region

- This has been an entrepreneurial role, liberty to manage the financial portfolio for the clients, both corporate as well as individuals,exposure encompasses of Private Banking, Wealth Management PWM and Sales in Financial Services for Corporates and HNI’s

- A Capital Advisors firm is a multi family office cum boutique investment bank catering to Promoters of SMEs and Mid sized corporates and Ultra HNI,M & A, Debt restructuring,Working Capital Management, raising PE as well as investment management.

- The role is a huge learning opportunity for the candidate. Candidates from Corporate Banking, Private Banking, Investment banking are Preferred & also from Asset protection & Investment management, Private Investment Opportunities, Strategic Alliances,Alternative Investments, Legacy, Estate, Trust, Corporate Governance, Family Philanthropy etc

Please feel free to call us anytime for any assistance on the following no's or drop me an mail on rajesh@careercms.com | resume@careercms.com

Please mail us the updated resume with current CTC along with notice period is must

Rajesh Pawar | Executive Director | Career Management Services ( CMS - INDIA )
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