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Wealth Manager - Financial Services

4 - 9 Years

Delhi NCR, Mumbai, Pune

INR 10,00,000 - 20,00,000 PA.

Openings: 1Posted: 28 days agoJob Applicants: 1197+Job Views: 1977+
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Job Description

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.

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Rishita Kayasth


Salary: INR 10,00,000 - 20,00,000 PA.
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Investment Banking
Role: Wealth Manager
Employment Type: Full Time, Permanent

Company Profile

Ace Recruitment and Placment Consultants Pvt Ltd
One of the leading manpower consulting firm
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Contact Details

Contact Company:Ace Recruitment and Placment Consultants Pvt Ltd