Senior Financial Advisor - Private Banking

We have an Opening with Leading Financial Institution.

1) Understand in detail clients investment needs & create a long term Asset Allocation plan.

2) Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

3) Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&A, and Private Equity.

4)Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.