Talent Acquisition Specialist at Invictus Recruitment Consultancy LLP
Views:382 Applications:43 Rec. Actions:Recruiter Actions:0
AVP/VP/SVP - Wealth Advisor/Private Banker - NBFC (5-18 yrs)
We are hiring on behalf of our client, a leading premier NBFC in Private Wealth/Banking
Looking for Candidates with Excellent Market exposure in Private Wealth, Corporate Finance, M & A, and Private Equity & managing clients with AUM of more than INR 50 Crores
Please note : Level/CTC discussions are flexible & are considered case to case basis - Prefer candidate from the same location.
Job Description :
Wealth Group
Position/Function : Wealth Management Sales
Level (Range) : VP/AVP/Sr Associate/Associate (Designation depending on the level of seniority & the number of years of experience in the wealth domain)
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 :
- 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.
Interested candidates with relevant work experience can reach out to me on 9971488669
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
