Wealth mgmt expert skilled in portfolio advisory, asset allocation, and investment strategies across PMS, AIF, MF, Bonds, and Unlisted Shares. Portfolio analysis, compliance, and driving sustainable client wealth growth through disciplined research.
Required Candidate profile
EXP : 3 to 8 years of experience in wealth management, investment advisory, or private banking.
DEGREE: CFA (Chartered Financial Analyst), or local regulatory certifications like AMFI / NISM in India.
Perks and perks
Best in the Industry
📌 Investment Counselor Chennai Pune (India)
🏢 Manmuk Creations
📍 India
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