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6 San Management Consultancy Jobs

Wealth Manager - Banking (3-20 yrs)

3-20 years

Wealth Manager - Banking (3-20 yrs)

San Management Consultancy

posted 1mon ago

Job Role Insights

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.

- Managing client relationships and generating AUM from preferred clients.

- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.

Syed
9990164275


Functional Areas: Banking/Insurance

Read full job description

What people at San Management Consultancy are saying

San Management Consultancy Benefits

Soft Skill Training
Team Outings
Job Training
Free Transport
Child care
Gymnasium +6 more
View more benefits

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