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Fresher
Not Disclosed
  • Posted 19 hours ago
  • Be among the first 10 applicants

Job Description

Job Description :

  • businessadvisory, mentorship, andfamily governance.
  • Increase assets underadvisory, expand walletshare, and drivegrowth in managedrelationships.

Desired Profile:

  • 10-15 years of experience in portfolio management, private banking, wealth management, or financial advisory.
  • MBA/Postgraduate in Economics, CA, or CFA from a reputed institute/university.
  • Strong understanding ofdomestic and globalcapital markets, realestate, tax andestate planning, consulting, and business advisory.
  • Proven experience managingand growing HNI/UHNI client relationships.

More Info

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Mumbai, India
Skills:
Metadata Management, Data Modeling, Data Architecture, Data Governance, Policies, Resource Planning, Compliance, Stakeholder Engagement, KPIs, Contract management, Project health reviews, Program budgets, Data Strategy, Documentation, Roadmap execution, PMO governance, executive reporting, Remediation management, financial tracking, Standards, Maturity improvement initiatives, Standardized methodologies, Data Office frameworks, Audit, Governance artifacts, Consultant engagements, Portfolio dashboards, Vendor governance, Continuous Improvement