Private Wealth Management Financial Advisor
- Published date: January 19, 2018
[ Ads Views - 92 ]
- Kolkata, West Bengal, India
Job Description - Private Wealth Management Financial Advisor
Skill-set - Understanding of broader economy global and local, knowledge of various asset classes, ability to decipher client psyche and risk profile with review and rebalancing.
Relationship management skills, interpersonal skills, collaboration, excellent communication and articulation skills, team player
Leverage company’s Institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients.
• Acquire and provide financial advisory for Owner/Promoter and family, Corporate, other HNI and UHNI
• Establish synergies with Product team to scope opportunities continuously for clients
• Client segment: HNW/ UHNW - clients with Financial Assets > $ 1 million (Rs. 6 cr and above)
• Offer Advisory products and solutions across asset classes - Equities, Mutual Funds, Fixed Income securities, Commodities, Structured Products, Insurance advisory, Estate Planning, Real Estate, Debt syndication and other financing solutions to both HNI and corporate.
• Offer company’s Institutional solutions and strategies to UHNW clients
Global Wealth Management, Risk Management
Related Jobs listings
Jobs in Kolkata Kolkata (West Bengal) September 8, 2020
Hello, We hope you are staying safe during this pandemic. I have a team with 8+ years of experience for all OUT SOURCING JOBS FROM HOME. Whether you are looking for PART TIME WORK FROM HOME. May I know what type of JOB DO YOU WANT? We provide AD POST...
Jobs in Kolkata (West Bengal) July 8, 2018
WBPSC Recruitment 2018 26 Assistant Architect Posts WBPSC Recruitment 2018 2019 Apply Online Application Form for 26 Assistant Architect, Joint Director of Textiles Posts through Official website www.pscwbonline.gov.in. WBPSC Assistant Architect, Joi...
Jobs in Kolkata (West Bengal) June 21, 2018
DVC Recruitment 2018 76 Pharmacist, Nurse Posts DVC Recruitment 2018 2019 Apply Online Application Form for 76 General Duty Medical Officer, Dental Surgeon, Physiotherapist, Jr. Multi Purpose Health Worker, Jr. Nurse Gr. II Posts through Official web...