Senior Career Consultant at Team Lease Limited
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Wealth Manager - Financial Services Firm (4-9 yrs)
Opening in Leading Financial Services
Designation: Wealth Manager
CTC : up to 13Lacs
Location: Chennai
Job profile:
- Investment products include: Equities, mutual funds, debt, bonds, structured products, commodities, real estate, currencies (forex), loans etc.
- Portfolio Management: Manage the UHNI client portfolio and Offer wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.
- Provide personalized services to client to meet their requirement fulfilled.
- Also ensure growth in the book
- Handling Ultra High net worth clients investment & Banking Portfolio.
- Advising wide range of Investment & Banking Products to client for Mutual Fund, Private Equity and PMS, Structured Notes, Estate Planning, Trust services & Insurance Products.
Salary : INR 7,00,000 - 13,00,000 P.A.
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