Vice President/AVP - Family Office Wealth

Job Responsibility

1. Understand in detail clients investment needs & create a long term Asset Allocation plan.

2. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

3. Advice clients with the assistance of in-house experts on their business need related to Corporate Finance, M & A, and Private Equity.

4. Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

Qualification : MBA / CFA / CA / Post Graduate

JOB Specification :

1) Minimum revenue of the client is upto 5cr

2) The person can have Minimum AUM(Asset Under management) in wealth should be 100cr they can be apply.