Senior Wealth Manager

Corporate Access
  • Delhi
  • 12-22 lakh
  • 4-7 years
  • Views
  • 26 Apr 2017

  • Investments

  • Financial Services/ Capital Markets
Job Description

Role Definition "Leverage the Edelweiss Institutional and Global Wealth
Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients.

Acquire and advise High Net worth Clients on Financial Investments.

Client segment: HNW/ UHNW - clients with Financial Assets > $ 0.35 million (Rs. 1.5 cr and above)

Offer products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few

Offer Edelweiss Institutional solutions and strategies to UHNW clients

Lead a team of Associate Financial Advisors"

Applicant Background

Experience Minimum years 4-7 years

Preferred industry Private Banking, Banks' wealth management teams (Premier, Gold), Corporate bankers

Preferred Role

Education Preferred: Education Pool MBA, CA, CFA

Skill-set Functional Skills "Asset allocation

Financial Planning

Portfolio construction, review and rebalancing

Knowledge of Financial Products and solutions"

Soft skills: Relationship management skills


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About Organisation

Corporate Access