Senior VP - Relationship Manager - Wealth Advisor - Mutual Funds - UHNI Clients

Core Responsibilities:

- Acquire, manage 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

- Understand investment needs & create a long term Asset Allocation plan and managing complete family wealth

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

Desirable Candidate Profile & Experience

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures

- Should be relationship oriented with good inter-personal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of UHNI Clients

- MBA, CA, CFA