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Executive Search Consultant at TruLux
Views:672 Applications:167 Rec. Actions:Recruiter Actions:47
VP - Wealth Advisory/Investment Advisory - IIM/ISB/MDI/FMS/CA (5-10 yrs)
Opening - VP - Investment Advisory/Wealth Advisory
Company - One of the leading Financial Services Firm
Location - BKC, Mumbai
Role of Investment Advisor:
- An opportunity to build scale in the investment advisory service
- Analyze clients investment needs, understand risk appetite and formulate strategies for the same
- Analyze investment portfolios and make necessary changes based on market trends
- Acquire new to the firm clients and ensure growth of Assets under Advisory
Requirements:
- CA or Tier 1 MBA
- Should have worked in a wealth management firm or Asset Management firm
- Should be well versed with the financial instruments like Mutual Funds, Bonds, PMS and AIFs
- Should have high level of relationship management mindset
- Should be strong on service delivery
- Should possess good analytical skills, verbal & written communication
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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