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Relationship Manager – Private Wealth 4S Advisory

3.0 - 8.0 years

10 - 20 Lacs

Mumbai, Pune, Bengaluru

Work from Office

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equities o Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual funds o Structured products o Arbitrage opportunities o Private credit o Insurance o Alternative investments o Legacy planning o International investing o Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and add...

Posted 5 months ago

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