Company - One of the leading Financial Services Co.
Role - Relationship Manager - Private Wealth
Location - Multiple locations
Job Profile :-
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Kindly share your CV on firstname.lastname@example.org.
Contact Company:Ace Recruitment and Placment Consultants Pvt Ltd