Website Careernet
Role: Senior Wealth Manager
Grade: Assistant Vice President/Chief Manager
Client Advisory & Portfolio Management:
– Understand clients financial goals, risk appetite, and time horizon through detailed discussions and portfolio deep-dives.
– Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
– Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.
– Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.
Preferred Candidate Profile:
– 4 to 10+ years of experience in wealth management, investment advisory, or private banking.
To apply for this job please visit www.iimjobs.com.
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