Wealth Manager - HNI Segment

Look for candidates handling Portfolio Management in the finance dept of corporates or Home Finance Offices of HNIs.

Job Profile of Wealth Manager

- Setting up Financial Objectives/Action plan/Strategies

- Collection and Analysis of data

- Identifying the portfolios and detailed study of its financial position

- Creating short term/ medium term/ and long term investment plans

- Fund allocation and monitoring the investment movements

- Assess potential Risks involved

- Tying up with Investment brokers for availing market updates

- Creative thinking and willingness for knowledge updation.

- Tax planning in consultation with the statutory team