Wealth Manager

Vrinda Consultants
  • Mumbai
  • 5-9 lakh
  • 4-9 years
  • Views
  • 11 Jul 2017

  • Investments

  • Banking - Retail
Job Description

Job Responsibilties

Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation

Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office.

Product basket
Mutual Funds, Direct Equity, PMS, Structured Products, PE funds, Real Estate Investments, etc


Competencies/Skill sets for this job

High Net Worth Client Acquisition Real Estate Investments

Job Posted By

About Organisation

Vrinda Consultants