Private Wealth Manager (In Leading Financial Institution) @ Manzil Placement

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Private Wealth Manager (In Leading Financial Institution)

Manzil Placement
4 - 9 years
Ahmedabad
10 months ago
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Job Description

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: Manzil Placement
Location(s): Ahmedabad

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Keyskills: Casa Mutual Funds Cross Selling NRI Retail Liabilities Third Party Products HNI Acquisition HNI Client Handling Nri Banking Wealth Management TPP Liabilities mf Nri Relationship Manager Current Account Investment Products

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Current / Recent Company (*)

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Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

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Manzil Placement

Manzil Placement Consulting Firm

Private Wealth Manager (In Leading Financial Institution) @ Manzil Placement

Home > BFSI, Investments & Trading - Other