- Understand in detail clients investment needs &amp; create a long term Asset Allocation plan. - Manage relationships with ultra HNI's, &nbsp;- Acquire new relationships - Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&amp;A, and Private Equity. - Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth. - Candidate should be relationship oriented with good inter-personal and people skills - Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Bangalore

Delhi

Kolkata

Mumbai

JM Financial Services - Wealth Advisor 

JM Financial Services - Wealth Advisor  ,Job Description for JM Financial Services - Wealth Advisor  in JM Financial in  Bangalore Delhi Kolkata Mumbai for (10-15) years of experience. Apply Now!

Job Description for JM Financial Services - Wealth Advisor  in JM Financial in  Bangalore Delhi Kolkata Mumbai for (10-15) years of experience. Apply Now!