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Job Summary

  • Designation : AVP/VP/Director

  • Location : Mumbai

  • Experience : 8 - 13 years

  • UG Qualification : Any Graduate

  • UG Specification : Any Specialization

  • PG Qualification : CA,MBA/PGDM

  • PG Specification : Finance

  • Practice Area : Banking & Wealth Management

  • Type of Company : Wealth Management,

  • Speciality : Finance

  • Seniority Level : MID_SENIOR_LEVEL

  • Industry : Financial Service

Private Wealth Manager/AVP/VP/Director

Job Description

  • Sourcing and advising HNI Clients in the Equity, Mutual Funds & IPO segment.
  • Understand client needs in Private Equity, Preferential issues, block investments and forex portfolio and able to do independent study of equities and research
  • Advise clients in all major asset classes.
  • Handle the clients equity portfolio, the core thrust is on asset allocation and managing complete family wealth

Company Description

The Client is India's largest Private Wealth Management Company.

Contact Person

Milan Tanna

milan@seenrecruit.com