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Talent Advisor at Enigma Human Capital
Views:141 Applications:28 Rec. Actions:Recruiter Actions:3
Wealth Manager - BFS (4-10 yrs)
Job Description :
- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc
- Generate leads and develop prospects, network to identify referrals to new clients
- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan
- Identify and execute on new business opportunities with existing clients
- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
- Generating minimum of 3X revenue per month (1.5X in the first 12 months).
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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