Chief Manager - Private Wealth - HNI

We have an opening with leading financial Institution:-

Kindly find below the job description

Designation - Chief Manager

Location - Mumbai, Ahmedabad & Delhi

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 needs 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.