Client Advisor - UHNI - BFSI

- 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