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CEO at Flexi Partners
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Manager - Private Wealth - Investment Services (10-12 yrs)
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
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