Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a
Understand clients’ investment needs in detail and create long-term asset allocation strategies aligned with their financial goals. Acquire and advise HNI / UHNI clients across multiple asset classes including Equities, Debt, Mutual Funds, Alternate Investments, PMS,
Understand clients’ investment needs in detail and create long-term asset allocation strategies aligned with their financial goals. Acquire and advise HNI / UHNI clients across multiple asset classes including Equities, Debt, Mutual Funds, Alternate Investments, PMS,