AVP - Wealth Management

About Our Client:

Our Client is a Leading Wealth Management Company Headquartered in Mumbai, with focus on 5 key client segments; viz Small and Medium enterprises, Family Legacies, Top Management, Professionals and Non Residents.

Position: AVP- Wealth Management (Individual Contributor)

Reports to: P&L Head

Location Mumbai: (Local Candidates ONLY)

Qualification & Exp:

- MBA/ CFA/ CFA with min 7yrs exp.

Role:

- 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

Candidates Must Have:

- Excellent Communication Skills

- Should Have Managed AUM of 100 crores

- Should have his own BOOK.

Attractive Compensation & Perks will be given to Deserving Candidates.

Karishma Dandona
Mark One Talent