Tech Mahindra Jobs Apple Jobs Infosys Jobs Tata technologies Jobs Sutherland Jobs Broadridge Jobs Escorts Jobs Interglobe Jobs Larsen and toubro Jobs Mitel Jobs Mphasis Jobs Netcracker Jobs Amity university Jobs Reliance Jobs srm technologies Jobs Idea Jobs Amazon Jobs Pro Jobs

Private Wealth Management Financial Advisor

  • Published date: January 19, 2018
    • Kolkata, West Bengal, India
  • [ Ads Views - 5 ]

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


Vitasta Consulting Private Limited

Related Jobs listings

  • SRFTI Recruitment  Assistant Broadcast Engineer Posts

    SRFTI Recruitment Assistant Broadcast Engineer Posts

    Jobs in Kolkata (West Bengal) April 18, 2018

    SRFTI Recruitment 2018 Assistant Broadcast Engineer Posts SRFTI Recruitment 2018 2019 Application Form for 04 Assistant Broadcast Engineer, Videographer for Electronic & Digital Media, Production Manager (Electronic & Digital Media) Posts Dow...

  • 24 Civil Judge Posts WBPSC Recruitment 2018

    24 Civil Judge Posts WBPSC Recruitment 2018

    Jobs in Kolkata (West Bengal) April 18, 2018

    WBPSC Recruitment 2018 24 Civil Judge Posts WBPSC Recruitment 2018 2019 Apply Online Application Form for 24 Civil Judge Posts through Official website www.pscwbapplication.in. WBPSC Civil Judge Jobs Notification 2018 Released. WBPSC invites on-line ...

  •  HR Recruiter for NOVUS INFOSOFT PVT. LTD. Urgently require Female

    HR Recruiter for NOVUS INFOSOFT PVT. LTD. Urgently require Female

    Jobs in Kolkata (West Bengal) April 16, 2018

    Novus Infosoft Pvt. Ltd. is hiring again for HR Position. Eligibility Criteria : Contact Address: Interview Timing : Monday to Friday 11.30 am to 5.30 pm


Related Useful Jobs Search Links :

Government Jobs | Online Jobs | International Jobs | Gulf Jobs | Jobs in Mumbai | Jobs in Bangalore | Jobs in Delhi | Jobs in Hyderabad

Jobs in Gurgaon | Jobs in Pune | Jobs in Chennai | Jobs in Noida | Jobs in Kolkata | Jobs in Chandigarh | Jobs in Ahmedabad | Other Jobs

Total Posted Jobs - 727 | Today's Posted Jobs - 22 | Premium Jobs - -1