Posted By: I Mates Consultants | Posted on: August 10, 2020
India Pune
2500000-5000000 RS

Job Description:

Profile - Relationship Manager | Private Wealth Management | A Leading Private Wealth Management Company In India

Scope of the Role - Handle the UHNI Clients portfolio-Deepen the relationship and increase the wallet share.(Handle accounts with minimum exposure of 10 crore),Provide tax planniing service and wealth advisory support.

Job Description -

1) Acquire UHNI Clients for the firm for family office and estate planning, Provide Portfolio eveluation service to the clients on verious investment aspects.

2) Identify customer needs, provide investment,banking, tax planning solutions.

3) Advice the customers on financial planning ,Family office and estate planning.

4) Adhere the corporate the policies and carry the brand developed functional and behaviorial skills.

5) Be able to work with colleagues of other verticals of the firm and provide the best solutions to your clients.

Ideal Fitment - Candidate with at least 8 year of exposure in handling UHNI Portfolio. Looking ahead a candiate with a current portfolio of 100 cro+ with atleast 2 years exposure with the same.



portfolio management family office private wealth financial advisory financial planning estate planning.

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