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05/06 Manoj Thelakkat
CEO at Flexi Partners

Views:143 Applications:40 Rec. Actions:Recruiter Actions:2

Manager - Private Wealth - Investment Services (10-12 yrs)

Bangalore/Chennai/Trivandrum/Thiruvananthapuram/Cochin/Kochi Job Code: 1269612

Private Wealth Manager for a leading Investment Services Company in India

Job Profile :

- Private Wealth Manager is the principal contact with the HNI clients, Corporates, Trusts & Family Offices.

- They should have a broad and deep understanding of sophisticated Wealth Management practices and Investment Strategies.

- Responsible for maintaining the ongoing relationships and leading in the development of new client relationships.

- Duties include managing the delivery of the wealth management services to the client.

- This will involve maintaining regular communication with the client, investment management, tax, financial planning etc.

Desired Profile : Bachelor's/P.G Degree with 10+ years of experience required.

Certifications required :

- Investment Advisor Level - NISM

- IRDA Advisory

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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