Level (Range)Associate/Senior Associate/AVP/VP/ Senior VP (Designation depending on the level of seniority & the number of years of experience in the wealth domain)
LocationMumbai, Pune, Bangalore, Chennai, Delhi ,Ahmedabad
QualificationMBA / CFA / CA
Critical Exp. EssentialCandidate should have understanding in Equities (must), 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.