Currently in a process of hiring for NBFC for one of the Wealth Management clients in Mumbai/Ahmedabad.  Position/Function: Private Wealth Management Sales  Level (Range): Senior Associate/AVP/VP/SVP (Designation depending on the level of seniority & the number of years of experience in the wealth domain)  Qualification: MBA / CFA / CA / Post Graduate  Critical Exp. Essential: Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.   Job Responsibility:   Understand in detail clients investment needs & create a long term Asset Allocation plan.  Acquire and advise UHNI 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.  Please revert if interested for this role.  Divya Vohra 022 4933 1602

Mumbai

Gujarat

Others

Senior Associate/AVP/VP/SVP - Private Wealth Sales - UHNI Clients 

Senior Associate/AVP/VP/SVP - Private Wealth Sales - UHNI Clients  ,Job Description for Senior Associate/AVP/VP/SVP - Private Wealth Sales - UHNI Clients  in Augment Consulting LLP in  Mumbai Gujarat Others for (5-15) years of experience. Apply Now!

Job Description for Senior Associate/AVP/VP/SVP - Private Wealth Sales - UHNI Clients  in Augment Consulting LLP in  Mumbai Gujarat Others for (5-15) years of experience. Apply Now!