Wealth Manager - BFSI

RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )

- 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.

- Managing team and client relationships and generating AUM from preferred clients.

- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.

Syed
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