Wealth Mngrs
3 days ago
Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products
Engage with HNI/UHNI clients & understand their investment aspirations
Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio
End to end client relationship mgmt.
Monitoring clients portfolio & updating clients about market events & possibilities
Act as a strong bridge between the Research & Analysis team for regular updates
Preferred candidate profile
9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking .
Should be in Current or previous organization for atleast 2 years minimum as stability factor
Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory
(Non Acquisition experience analyst not managing portfolios & Br Banking candidates kindly excuse )
Perks and benefits
CTC ; lacs (Negotiable for the right candidate)
