Recruiter at Manzil HR Services
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Wealth Adviser - Financial Institution (7-16 yrs)
We have an opening with leading financial Institution
Kindly find below the Job Responsibilities :
Designation - Wealth Advisor
Location - Ahmedabad/ Vododara/ Mumbai
Job Responsibilities:-
1.Understand in detail clients investment needs & create a long term Asset Allocation plan.
2. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
3. Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A and Private Equity.
4. Handle the client investment portfolio, the core thrust is on asset allocation and managing complete family wealth.
If interested, kindly apply with your updated resume.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
