Wealth Advisor

Human Capital and Tech Solutions
  • Delhi
  • 10-20 lakh
  • 5-8 years
  • 135 Views
  • 12 Mar 2015
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  • Advisory

  • Financial Services/ Capital Markets
Job Description

Critical Exp. Essential:-

Candidate 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.

Qualification:-
MBA / CFA / CA

Experience:-
Minimum 5 years of relevant experience





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