Chartered Accountant

5 - 7 years

25 - 40 Lacs

Posted:None| Platform: Naukri logo

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Job Type

Full Time

Job Description

Chartered Accountant / M.B.A. Finance (Experience 5 years and above)

Job profile

  • Gain a deep understanding of clients' intricate investment needs, financial goals, and risk profiles.
  • Develop and implement long-term, comprehensive asset allocation plans tailored to individual family objectives, considering intergenerational wealth transfer and legacy planning.
  • Provide expert advisory across all asset classes, including but not limited to: structured debt, alternate assets (e.g., private equity, venture capital, real estate), public equity, mutual funds, and Portfolio Management Services (PMS).

Desired Candidate Profile

  • Worked for wealth management firm
  • Should have an experience of five years and above in wealth management.
  • Should have expert understanding about various products like shares, mutual fund, alternate investment funds etc.
  • Excellent communication, presentation and drafting skill. Should be a team player with a proactive and result oriented approach.

Only Mumbai based candidates need to apply. Remuneration is not a limiting factor for the deserving candidate.

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