Private Wealth Manager

• 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

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

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