Skip to main content

This job has expired

You will need to login before you can apply for a job.

Financial Planner - Private Wealth

Employer
ASK Wealth Advisors
Location
Mumbai, Konkan (IN), New Delhi
Salary
Negotiable
Closing date
Dec 21, 2020

Accountability - 

1.    Portfolio Monitoring and Reviews
2.    RM team support for Advisory and Family Office client acquisition

Supporting Actions - 

    Prepare high Quality, customized Investment proposals and pitches for prospects / clients
    Understand various investments of Advisory and Family Office clients and give recommendations based on client suitability and risk profile.
    Prepare monthly/quarterly reports for clients within TAT
    Provide ASK views and recommendations on existing portfolios of prospects / clients
    Continuous monitoring and track portfolios of clients and recommend changes if needed.
    Assist RMs in monitoring and tracking implementation of plans

Product Knowledge - 

    Complete understanding and command over all investment products
    Understand Client profile and Asset Allocation models
    Act as a bridge between product and RM team to discuss nuances and positioning each new product ideas.
    Well-versed with taxation on investment products

Eligibility - 

Candidates with 7-9 years of relevant experience in wealth / private banking only will be considered.

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert