Upgrade to Pro Member
CEO at Flexi Partners
Views:144 Applications:40 Rec. Actions:Recruiter Actions:2
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
