Position : Financial Sr Manager, Family Office Minimum Experience : 10+ Years in Wealth management, Financial advisory Recommended Education : MBA in Finance Job Description : - Analysing the current portfolio, managing the wealth advisors and talking to them for new investment ideas and analysing them - Recommending and implementing strategies for asset allocation for the family office - The strategy includes the investment pattern of an individual and a corporate for a specified tenure with respect to post tax yields - Managing client portfolios across equities, mutual funds, bonds, NCD, PMS, structures, insurance, financial planning services, will drafting and family office services by closely coordinating with the research and the product team. - Analysing and presenting research reports to the management in terms of market volatility, macro and micro economic conditions and formulating asset allocation strategies. - Managing banking relationships in terms of fund based and non-fund based finance, asset funding, etc. - Acquiring new investment ideas by networking through the consultants, chartered accountants, industrial associations, social clubs and references

Bangalore

Senior Financial Manager - Family Office - Pharma 

Senior Financial Manager - Family Office - Pharma  ,Job Description for Senior Financial Manager - Family Office - Pharma  in BVR People Consulting in  Bangalore for (10-19) years of experience. Apply Now!

Job Description for Senior Financial Manager - Family Office - Pharma  in BVR People Consulting in  Bangalore for (10-19) years of experience. Apply Now!