Wealth Advisor - Financial Institution

We have an opening with leading financial Institution

Kindly find below the Job Responsibilities :

Designation - Wealth Advisor

Location - Ahmedabad/ Vododara/ Mumbai

Job Responsibilities:-

1.Understand in detail clients investment needs & create along term Asset Allocation plan.

2. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

3. Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A and Private Equity.

4. Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

If interested, kindly revert.