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18/09 Sanjay Verma
HR Associate at Manzil HR Services

Views:1361 Applications:52 Rec. Actions:Recruiter Actions:5

Wealth Advisor - Private Wealth - Bank (8-20 yrs)

Delhi/NCR/Mumbai/Chennai Job Code: 493987

- Understand in detail clients investment needs & create a long term Asset Allocation plan.

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

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

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

Salary offered; 10 - 25 LPA

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

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