Private Wealth Manager

A client of San management

7 to 12 yrs. Bengaluru / Bangalore
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Posted on 06 Nov 2020

Job Description

We are in the process of identifying team members with 5-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client goals, risk appetite and lifestyle needs. They will lead the client engagement and use their financial acumen & investment expertise to understand the clients’ portfolio, manage and grow the assets under advisory. Desired skills - Excellent communication; Understanding of the capital markets ; Analytical mind set; High levels of passion and ownership; Client first attitude; Team player with a desire to work in a boutique firm. MBA/Postgraduate/CA/CFA from a reputed Institute / University. If you are looking at a long term & a satisfying career, as a true family office advisor & meet the above criteria, please share you


Job Posted by

Syed Rehan Recruitment Manager San Management Consultancy New Delhi


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