Wealth Manager - NBFC

We have a urgent position with one of the leading NBFC

Job Responsibilities:

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 / Post Graduate

Level (Range)

AVP/VP/SVP (Designation depending on the level of seniority & the number of years of experience in the wealth domain)

Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.

If interested please share your profile.

Jyoti Tuteja

7055300323