Wealth Advisor - PWG Sales

Our Client is an integrated financial services group, offering a wide range of services to a significant clientele that includes corporations, financial institutions, high net-worth individuals and retail investors. The Group has interests in investment banking, institutional equity sales, trading, research and broking, private and corporate wealth management, equity broking, portfolio management, asset management, Non-Banking Finance Company activities, private equity and asset reconstruction. With more than three decades of experience & expertise in managing wealth, they our offer clients guidance to grow, protect & transfer their wealth.

They service their investors through three distinct businesses, which draws on the full spectrum of the Group's resources; research base and expertise to generate investment ideas for their clients. These solutions incorporate a wide range of financial products to meet individual client needs, both short-term and long-term. They are among the largest distributors of third party products (Mutual funds/IPO). They have a strong network of more than 25,000 IFAs spread across India. They facilitate client transactions with a diverse group of financial institutions, investment funds, governments and individuals, trading of and investing in fixed income and equity products and derivatives on these products.

Our Client needs Wealth Advisors for their Delhi Office.

Position/Function: PWG Sales

Critical Exp. Essential: Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Job Responsibility:

- 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.

Qualification: MBA / CFA / CA

Experience: Minimum 5 years of relevant experience

Location: Delhi

Interested candidates may please share their updated CV with current and expected CTC

Team- Human Capital and Tech Solutions