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5 San Management Consultancy Jobs
Private Wealth Manager (5-19 yrs)
San Management Consultancy
posted 4d ago
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Job Description
- Understand in detail clients investment needs & create a long term Asset Allocation plan.
- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
- Handle the clients' investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
Functional Areas: Other
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