Posted By

GOPISH NAIR

HR Consultant at Belginjava

Last Login: 03 February 2025

Job Views:  
152
Applications:  44
Recruiter Actions:  31

Job Code

1512113

Executive Director - Private Wealth

15 - 25 Years.Mumbai
Posted 1 week ago
Posted 1 week ago

- 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.

- Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.

- Team Handling role (Playing Captain).


- Should be able to come up with a team

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Posted By

GOPISH NAIR

HR Consultant at Belginjava

Last Login: 03 February 2025

Job Views:  
152
Applications:  44
Recruiter Actions:  31

Job Code

1512113

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