jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
02/08 Samip Patil
Manager at The Recruiters

Views:2222 Applications:43 Rec. Actions:Recruiter Actions:34

Wealth Advisor - BFS (7-15 yrs)

Bangalore/Delhi NCR Job Code: 728163

Job Responsibilities :

- Understand investment needs & create a long-term asset allocation plan

- Acquire, manage & advise uHNI clients

- Identify new business opportunities

- Managing client's portfolio

- Work closely with in-house team to create tailor-made solutions

Competencies required :

- Must know equities MF, tax planning, financial planning, profiling, fixed income & exotic structures

- Exceptional record of managing uHNI

- Effectively engage affluent customers

- Must be aware of asset classes - Debt, MF, Alternate Assets, Equity

Mandatory Details :

- Book Size

- Average size of portfolio managed

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.