Wealth Advisor - BFS

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