&nbsp;We are looking out for candidates for Wealth Advisors from the Private Banking - Family Office Space. The candidate will be responsible for managing the family office set up with the help of Wealth RMs. The Brief Description of the role is stated below: 1. Financial Planning for clients and offering advisory services through products like mutual funds, direct equity, structured products, insurance, asset allocation, bonds, and derivative instruments. 2. Regular portfolio reviews for clients and dynamic restructuring of the same with changing market conditions. 3. Being up to date with current market trends, fund performances, tracking specific growth sectors, advisory products, and competitive product offerings. 4. Regular Client Interaction for understanding the deliverables of the mandate 5. Joint Meetings with Wealth RMs Amit Panchal

Mumbai

Wealth Advisor - Private Banking - Family Office Setup 

Wealth Advisor - Private Banking - Family Office Setup  ,Job Description for Wealth Advisor - Private Banking - Family Office Setup  in DSP Eminence Consulting Services in  Mumbai for (3-15) years of experience. Apply Now!

Job Description for Wealth Advisor - Private Banking - Family Office Setup  in DSP Eminence Consulting Services in  Mumbai for (3-15) years of experience. Apply Now!