Address- Acquire clients in the target client segment of UHNI for family office & wealth management Services
- Be responsibile for building long term assets by providing unbiased advisory and execution support to clients
- Be responsible for individual P & L
- Maintain exceptionally high levels of client service
- Deepen client relationships by understanding client situations, goals and preferences.
- Seasoned industry professional, with hands on experience in Wealth Management is a must
- Thorough understanding of all asset classes & investment products
- Thorough understanding of the global best practices for investment advisory is a must
- High levels of Integrity
- Knowledge of income tax and succession planning will be an added advantage
- PMS: Porfolio Management Services
- Wealth Advisory
- Capital Market Understanding
- Excellent communication and listening skills
Educational Qualification: CA/MBA - Finance or Marketing
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
