Associate Career Consultant at TeamLease Services Ltd
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Wealth Management Sales Role - Private Wealth (6-20 yrs)
Opportunity with a leading financial Company
Location: Mumbai
Position/Function :Wealth Management Sales (Private Wealth)
Qualification : MBA / CFA / CA / Post Graduate
Critical Exp.
Essential: Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures.
Job Responsibility :
Acquire and advise HNI and Ultra HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
Understand in detail clients investment needs & create a long term Asset Allocation plan.
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.
Pratyancha Gautam,
022 4933 1500
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