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Wealth Managers |
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| Wealth Managers |
| Client |
Leading Financial Services Co. |
| Position |
Wealth Manager |
| Job Code |
JB005 |
| Location |
PAN INDIA |
| Job Description |
Candidate should be able to source and advise HNI Clients in the Equity, Mutual Funds & IPO segment.
Understanding client needs in Private Equity, Preferential issues, block investments and forex portfolio and able to do independent study of equities and research.
Job involves Acquisition & Advising clients all major asset classes. It involves managing their wealth, good equity knowledge, helps in handling client equity portfolio, core thrust is on asset allocation and managing complete family wealth. |
| Desired Candidate Profile |
Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.
Management with AMC or an equity advisory house or in institutional equity sales or research with a domestic brokerage house.
Strong equity and wealth management domain knowledge; and/or Good client relationships, which he or she can carry. |
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