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Neha

Assistant Manager at Anther HR Solution

Last Login: 08 May 2024

Job Views:  
223
Applications:  27
Recruiter’s Activity:  21

Job Code

1069858

Financial Advisor - Family Office - BFS

15 - 20 Years.Mumbai
Posted 2 years ago
Posted 2 years ago

Financial Advisor- Family Office


- The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.

- Establish, grow, and manage investment relationships with clients

- Be the primary client contact and trusted investment advisor

- Deepen existing client relationships by providing appropriate investment advice and solutions

- Acquire new clients through market intelligence & engagements

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Posted By

user_img

Neha

Assistant Manager at Anther HR Solution

Last Login: 08 May 2024

Job Views:  
223
Applications:  27
Recruiter’s Activity:  21

Job Code

1069858

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