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Position Details:
Position Wealth Manager – HNI @ Outlook Asia Capital
Company Name Outlook Asia Capital
Location Churchgate Mumbai, India
Job Type Wealth Manager – HNI
Job Description

Company Website :

Job Description : 

  • Establishing and maintaining relationship with HNI, Ultra HNI clients. 
  • Continuous analysis of different products like mutual funds, PMSs, bonds etc. to track the performance. 
  • Analysing and preparing portfolios based on client profile and requirement. 
  • End to End facilitation for clients' queries and execution of suggested actions. 

Candidate Profile :

  • Post Graduate with keen interest in field of Wealth Management.
  • Experience or working knowledge of Mutual fund industry will be added advantage.
  • Good communication and inter-personal skills. 
  • Should have general view of the market and economy. 
  • Should be open to continuous learning process and opportunities.
  • CFP 

Experience : Freshers are preferable

Salary : As per market standard.

Interested candidates can mail their updated resumes at “” 
with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 16/10/2018

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