• JM Financial Services - Wealth Advisor Jobs in Bangalore,India

  • JM Financial
  • Save Job
  • 10 - 15 Years
  • Posted : 20 days ago

Job Description:

- Understand in detail clients investment needs & create a long term Asset Allocation plan

- Manage relationships with ultra HNIs,

- Acquire new relationships

- 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

- Candidate should be relationship oriented with good inter-personal and people skills

- Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 21st Mar 2020

Key Skills:

Company Profile:

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