- Understand in detail clients investment needs & create a long term Asset Allocation plan. - Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds. - Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity. - Handle the clients' investment portfolio; the core thrust is on asset allocation and managing complete family wealth. - Managing team and client relationships and generating AUM from preferred clients. - To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement

Delhi NCR

Mumbai

Bangalore

Hyderabad

Kolkata

Chennai

Private Wealth Manager - BFS 

Private Wealth Manager - BFS  ,Job Description for Private Wealth Manager - BFS  in San Management Consultancy in  Delhi NCR Mumbai Bangalore Hyderabad Kolkata Chennai for (3-25) years of experience. Apply Now!

Job Description for Private Wealth Manager - BFS  in San Management Consultancy in  Delhi NCR Mumbai Bangalore Hyderabad Kolkata Chennai for (3-25) years of experience. Apply Now!