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Relationship Manager- Family Office People Konnect

5.0 - 9.0 years

0 Lacs

delhi

On-site

Role Overview: As an Investment Advisor, you will play a crucial role in guiding clients on investment strategies, asset allocation, and risk management. Your responsibilities will include recommending tax-efficient vehicles and tailoring solutions using alternative, offshore, equity products, and GIFT City offerings. You will need to identify and mitigate risks to client wealth while also supporting family office structuring to ensure their financial well-being. Key Responsibilities: - Expand the client base and strengthen brand positioning through targeted relationship-building efforts. - Collaborate across different verticals to deliver customized investment solutions that meet the unique...

Posted 1 day ago

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