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Senior VP - Relationship Manager - Wealth Advisor - Mutual Funds - UHNI Clients (7-15 yrs)
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
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