Vice President - Wealth Management - Financial Services Firm

Job Responsibility:

- Understand in detail clients investment needs & create a long term Asset Allocation plan.

- Manage relationships with ultra HNI & Acquire new relationships

- 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 need 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.

Critical Exp.Essential:

- Should be relationship oriented with good interpersonal and people skills

- Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income, and exotic structures.

- Experience in handling Ultra HNI customers (B2C), Asset/ Wealth management, Fund advisory, Investment planning etc.

Qualification: MBA / CFA / CA / Post Graduate