VP/AVP/Senior Associate/Associate - Relationship Manager - Wealth Management

Wealth Group

Position/Function

Wealth Management Sales

Level (Range)

VP/AVP/Sr Associate/Associate (Designation depending on the level of seniority & the number of years of experience in the wealth domain)

Qualification

MBA / CFA / CA / Post Graduate

Critical Exp. Essential

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

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.