Private Banking- Dales

Ikya Human Capital Solutions Pvt Ltd
  • Bangalore, Mumbai, Pune
  • 20-35 lakh
  • 2-7 years
  • Views
  • 15 Sep 2016

  • Investments, Advisory

  • Banking - Retail
Job Description

Level (Range)Associate/Senior Associate/AVP/VP/ Senior VP (Designation depending on the level of seniority & the number of years of experience in the wealth domain)

Location Mumbai, Pune, Bangalore, Chennai, Delhi ,Ahmedabad

QualificationMBA / CFA / CA

Critical Exp. EssentialCandidate should have understanding in Equities (must), MF, tax planning, financial planning, profiling, fixed income and exotic structures.

Job Responsibility 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.

Advice 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.

Competencies/Skill sets for this job

Clients Banking Financial Investment Asset Classes Equity

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