• Wealth Manager - Private Wealth Divison Jobs in Bangalore,India - 25322472

  • Reputed Client of SAi Management Consultancy
  • Save Job
  • 5 - 8 Years
  • Posted : above 1 month

Job Description:


  • Relevant Experience of minimum 5-6 years

  • Responsible for achieving targets based on acquisition and revenue generation through all investment products

  • Responsible for business development through the acquisition of ultra high net-worth clients

  • Good oral and written communication Skills

  • Responsible for identifying customer needs and assessing their risk appetite

  •  Knowledge of relevant Taxation applicable to the Wealth Management

  • Analyze client portfolios and make necessary suggestions This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc

  • In depth knowledge of various products of Wealth Management

  • Existing book and client relationship
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Financial Services/Stockbroking
    Functional Area : Finance, Banks/Insurance/Financial Services
    Role : Finance/Budgeting, Funds Management, Corporate Advisory
    Salary : As per Industry Standards
    Deadline : 03rd Jun 2020

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