Equity Advisor - HNI (2-10 yrs)
- Responsible for servicing preferred clients (HNI/Ultra HNI).
- Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Maintaining client relationships and generate AUM from preferred clients.
- To coordinate with product and research team for taking investment decision for the clients.
- Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
