Wealth Manager - Sales - Bank (3-20 yrs)
- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE,Bonds, Structured Products etc.
- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
- Identify and execute on new business opportunities with existing clients
- Understand investment/financial needs, risk apatite of the client to create and manage a long term Asset Allocation plan
- Generate leads and develop prospects, network to identify referrals to new clients
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
