Vice President/Director - Private Wealth
Talengage · Remote · onsite · Posted 28d ago
About a minute. You'll make an account on the way through.
About this role
Vice President/Director - Private Wealth:
The company is looking for experienced professionals to manage high-net-worth client relationships and investment portfolios.
Client Relationship Management:
- Serve as the primary point of contact for high-net-worth clients.
- Build and maintain strong, trust-based relationships.
- Conduct regular portfolio reviews and strategy meetings.
Financial Planning:
- Develop comprehensive financial plans including estate planning, retirement planning, tax strategies, and philanthropy.
- Analyze clients' financial situations, goals, and needs.
Investment Management:
- Design and manage customized investment portfolios aligned with client goals and risk profiles.
- Monitor and rebalance portfolios based on market trends and performance.
- Must manage 150 to 300 crores of Investment Asset.
Sourced from iimjobs
Skills
About Talengage
Talengage
New Delhi, Delhi
India
₹25L PA avg
Avg at Talengage
About
The client is a Indian NBFC company with multiple offices.(one of the top names in the market).
We are hiring for multiple companies and locations and would love to have a chat with you.
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