Business Head - Wealth Management - Private Wealth Firm

- New Client Acquisition

- Asset allocation analysis & Financial Planning

- Handling a portfolio of HNI clients

Team Management

- Growing share of wallet of the client's total portfolio

- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas

- Portfolio monitoring and analysis

- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

- Transaction execution and fund house coordination

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should preferably carry his/ her own base of clients who can be introduced

- Should have an excellent network of clients and prospects who can be tapped for business