Senior Financial Advisor - Private Wealth Management - NBFC

Role Definition

- Leverage Institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients.

- Acquire and provide financial advisory for Owner/Promoter and family, Corporate, other HNI and UHNI

- Establish synergies with Product team to scope opportunities continuously for clients

- Client segment: HNW/ UHNW - clients with Financial Assets - $ 1 million (Rs. 6 cr and above)

- Offer Advisory products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Insurance advisory, Estate Planning, Real Estate, Debt syndication and other financing solutions to both HNI and corporate.

- Offer Edelweiss Institutional solutions and strategies to UHNW clients

Rakesh : 8655009444