Vice President - Wealth Advisor - Financial Institution

Opening for a Leading financial institution.

Location- Delhi/NCR

Designation - WEALTH ADVISOR

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.

Salary offered: 25 - 35 LPA

ANU