Posted By
Posted in
Banking & Finance
Job Code
1512113
- 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
Posted in
Banking & Finance
Job Code
1512113