SMIFS - Assistant Vice President/Team Lead/Senior Wealth Manager - PMS & Advisory
3 weeks ago
Assistant Vice President/Team Lead/Senior Wealth Manger - PMS & Advisory
Role Description:
- This is a full-time on-site role for an AVP/Team Lead/Sr. Wealth Manager PMS & Advisory located in Mumbai.
- The role will involve overseeing Portfolio Management Services
- Providing advisory services to clients, managing a team, and ensuring the success of financial strategies.
Qualifications:
- Strong financial analysis and portfolio management skills.
- Experience in providing advisory services to institutional and high net-worth clients.
- Knowledge of equity, commodity, and currency markets.
- Excellent communication and interpersonal skills.
- Ability to lead and manage a team effectively.
- Certifications such as CFA, CFP, or other relevant qualifications.
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