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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Insurance |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Company - One of the leading Financial Services Co.Role - Relationship Manager - Private WealthLocation - Multiple locationsJob Profile :-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.Kindly share your CV on rishita@aceconsultants.in.Regards,Rishita Kayasth8238067989.,
Keyskills :
hnifinancemutualfundsprivateequityfinancialservicesdivhousewealthbusinesstfolioinvestmentassetallocationatefinanceinvestmentptfolio