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

Anywhere in India/Multiple Locations

Wealth Manager/Senior Wealth Manager - BFS 

Job Description for Wealth Manager/Senior Wealth Manager - BFS  in san management consultancy in  Anywhere in India/Multiple Locations for (3-20) years of experience. Apply Now!