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Private Wealth & Family Office:- (Senior Manager/ AVP/ DVP/ VP)

Job Expired: This job listing has expired.

Private Wealth & Family Office:- (Senior Manager/ AVP/ DVP/ VP)

Talent Corner Hr Services

10 - 20 years

|

30 - 45 Lacs

Pune Mumbai (All Areas)

Posted:3 months ago| Platform:

Apply

Skills Required

Private Wealth Management Private Banking Private Client Ultra Hni Investment Advisory Family Office Private Wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings with teams. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

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Talent Corner Hr Services

Talent Corner Hr Services

www.talentcorner.in

Human Resources

Mumbai

51-200 Employees

648 Jobs

Key People

Manish Gupta

Managing Director
Richa Sharma

HR Consultant
Amit Verma

Business Development Manager

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