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Posted on 30 Nov, -0001
Job Description | Role and 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.
- Managing team and client relationships.
- Handle the clients’ investment portfolio.
- Advice clients with the assistance of in-house experts with their business.
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - Financial Services / Broking
- Job Role - Wealth Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Job Related Keywords
Education
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
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