Wealth Advisor - Private Wealth

Wealth Advisor-Private wealth

This opening is with one of the leading Private wealth MNC organisation, into PRIVATE WEALTH division.

Experience : 5-10 yrs of work experience, preferably in the field of Equity Brokerage/Wealth Management

Qualification : PGDBM/ MBA must be there

Key Responsibilities :

- Offer holistic Wealth Management solutions to HNI and UHNI clients.

- Directly responsible for promoting the right product to the right client.

- Consistently build own book through acquisition of HNI/UHNI clients and AUMs

- Manage client portfolio and deliver client delight through constant engagement with existing clientele

- Basis client suitability, offer Direct Equity and 3rd party investment products like Mutual Funds, Structured products,PMS, Private Equity, Bonds etc to clients.

- Target Oriented

- Effective Communication Skills

- Self-motivated Individual/Go-getter

- Drive to deliver client delight

- Entrepreneurial skills

Locations : Delhi/NCR, Mumbai, Bangalore, Pune & Chennai

Interested Candidates , please forward their updated resumes at kirti.saxena@abcconsultants.in

For further details or any clarification please call at 9910846444.