Practice Lead at Gi Group
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VP/AVP/Senior Associate/Associate - Wealth Management - Sales - BFSI (8-15 yrs)
Apply with your Current CTC, Expected CTC & Notice Period.
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.
Qualification:-MBA / CFA / CA / Post Graduate
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