Job Description
• Manage relationships with ultra HNI’s
• Acquire new relationships and build networks across the wealth
ecosystem
• Build internal & external partnerships to grow the practice
• Conceptualize and execute initiatives required to grow the practice
• Asset allocation analysis & Financial Planning
• Advising clients on suitable investment ideas
DESIRED CANDIDATE
Candidate should be full time MBA/PGDM, with specialization in
Finance with relevant work experience
• Should be passionate about Wealth Management and impacting clients
• Should be relationship oriented with good inter-personal and people
skills
• Should have the DNA for client centricity and quality
• Should have excellent Analytical, Problem Solving and Communication
Skills and be a good team leader & team player