Private Wealth Management

Ikya Human Capital Solutions Pvt Ltd
  • Ahmedabad, Chennai, Mumbai
  • 10-11 lakh
  • 7-12 years
  • 291 Views
  • 15 Sep 2016
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  • Advisory

  • Banking - Retail
Job Description

Position/FunctionPWG

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.


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