Team Lead- Wealth Management

RESPONSIBILITIES & TASKS:

• Understand in detail clients investment needs & create a long term Asset Allocation plan.
• Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
• 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.
• Managing team and client relationships and generating AUM from preferred clients.
• To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement. 

CORE SKILLS & EXPERIENCE REQUIREMENTS

• Complete underst...

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