Prior experience in Wealth Management/Private Banking roles.Sound understanding of financial products like Mutual Funds, PMS, and Structured Products.Proven track record of managing HNW clients (1 Cr+ portfolios).Strong analytical and advisory skills; ability to formulate and implement investment strategies.Excellent interpersonal skills with an ability to manage long-term client relationships.Stable employment history: Minimum 34 years of consistent experience in previous roles. .
02What you'll need
Experience
3 to 7 Yrs
Employment Type
Full time
Programming languages
Wealth ManagementPrivate BankingFinancial ProductsMutual FundsPMSStructured ProductsInvestment AdvisoryPortfolio ManagementMarket IntelligenceBusiness Development