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Senior Search Consultant at Exponent Global Consulting Pvt Ltd
Views:164 Applications:42 Rec. Actions:Recruiter Actions:12
Wealth Manager - UHNI/HNI (14-25 yrs)
- Building relationships and acquiring UHNI and HNI clients and managing and allocating their wealth across diverse set of investment products.
- Responsible for advising and managing portfolios of HNIs & UHNIs across asset classes - Equities, Debt, Alternatives and Real estate.
- Consulting Clients in building diversified and easy to manage portfolios keeping there long term goals and objectives in consideration like future requirements , cash flows, risk appetite , time frame ,tax status etc.
- Advice business owners in fund raising on both debt and equity side.
- Understanding the risk profile, investment goals of the clients and building their wealth management strategy, creating an advisory structure and actively monitoring and re-allocating their portfolios.
- Ensure the client's portfolio assets are allocated strategically to achieve their desired returns as per risk profile and hedged where required.
- Ensure a consistently high level of advisory, product and service delivery for the clients.
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