Upgrade to Pro Member
Recruitment Consultant at Manzil HR Services
Views:805 Applications:36 Rec. Actions:Recruiter Actions:3
Vice President - Wealth Advisor - Financial Institution (15-18 yrs)
Opening for a leading financial institution.
Designation- WEALTH ADVISOR -VP
JOB DESCRIPTION:
Job Responsibility:
- Understand in detail clients investment needs & create a long term Asset Allocation plan.
- Acquire and advise HNI 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
- Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
ANU
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
