Vice President/Director - Private Wealth: The company is looking for experienced professionals to manage high-net-worth client relationships and investment portfolios. Client Relationship Management: - Serve as the primary point of contact for high-net-worth clients. - Build and maintain strong, trust-based relationships. - Conduct regular portfolio reviews and strategy meetings. Financial Planning: - Develop comprehensive financial plans including estate planning, retirement planning, tax strategies, and philanthropy. - Analyze clients' financial situations, goals, and needs. Investment Management: - Design and manage customized investment portfolios aligned with client goals and risk profiles. - Monitor and rebalance portfolios based on market trends and performance. - Must manage 150 to 300 crores of Investment Asset.

Anywhere in India/Multiple Locations

Vice President/Director - Private Wealth 

Job Description for Vice President/Director - Private Wealth  in Talengage in  Anywhere in India/Multiple Locations for (5-25) years of experience. Apply Now!