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Business Manager- Talent Resourcing at Mark One Talent
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AVP - Wealth Management (7-10 yrs)
About Our Client:
Our Client is a Leading Wealth Management Company Headquartered in Mumbai, with focus on 5 key client segments; viz Small and Medium enterprises, Family Legacies, Top Management, Professionals and Non Residents.
Position: AVP- Wealth Management (Individual Contributor)
Reports to: P&L Head
Location Mumbai: (Local Candidates ONLY)
Qualification & Exp:
- MBA/ CFA/ CFA with min 7yrs exp.
Role:
- 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
Candidates Must Have:
- Excellent Communication Skills
- Should Have Managed AUM of 100 crores
- Should have his own BOOK.
Attractive Compensation & Perks will be given to Deserving Candidates.
Karishma Dandona
Mark One Talent
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