Sr Associate/AVP/VP - Wealth Management

We are hiring for our Client a Leading Financial Services MNC.

Hiring for multiple positions Based on exp:

1. Senior Associate

2. AVP

3. VP

Locations: Mumbai, Delhi, Pune, Bangalore, Chennai

Experience:

- Candidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures. Should have managed own Book.

- 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 .

- Advise 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.

***NOTE: This is a sales cum advisory profile. Candidates with exp in Sales/ Business Development in
Broking / NBFC's will be preferred.

If interested in this opportunity, please revert with your updated Resume in word format to karishmadandona@markonetalent.com

Karishma Dandona
Lead Consultant- Talent Acquisition
Mark One Talent
Contact: - 022-67628879