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Assistant Manager

Company Description: Unified Vision Capital Pvt. Ltd. is a global financial service company headquartered in New Delhi, India. The company provides services in the areas of Investment Banking, Project Finance, Fund Raising, Private Equity, Syndication, Merger & Acquisition, and Corporate Finance Advisory. With a successful exposure in various sectors including Infrastructure, Manufacturing, FMCG, Logistics, IT, Pharmaceuticals, Energy, Telecom, Shipping, Hospitality, and Education, Unified Vision Capital has established itself as the premier independent global professional services company. Location : Chennai Compensation : Best in the industry Role Description: - Business development through the acquisition of ultra- high net- worth clients - Identifying customer needs and assessing their risk appetite - Achieving targets based on acquisition and revenue generation through all investment products. - Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Requirements: - Relevant Experience of minimum 5- 6 years for wealth managers. - In depth knowledge of various products and Asset Classes of Wealth Management. - Knowledge of relevant Taxation applicable to the Wealth Management. - Good Oral and written communication Skills. - Existing Client relationship Qualifications: - Analytical Skills: Ability to analyze data and identify trends - Consulting: Experience in providing consulting services - Communication: Excellent communication and presentation skills - Management Consulting: Knowledge of management consulting principles and methodologies - Finance: Strong understanding of finance and financial analysis - Ability to work well in a team - Strong problem- solving skills - Attention to detail - Bachelor's or Master's degree in business administration, Finance, or related field

Chennai

Unified Vision Capital - Senior Wealth Manager 

Job Description for Unified Vision Capital - Senior Wealth Manager  in Unified vision capital in  Chennai for (7-25) years of experience. Apply Now!