About the opportunity
Job Overview
A Private Wealth Manager is responsible for acquiring and managing HNI and UHNI clients, offering customized wealth and investment solutions across various asset classes for AUM growth, client satisfaction, and revenue generation.. The role involves portfolio management, financial planning, and building long-term client relationships. Work closely with product and investment teams to deliver holistic wealth solutions.
Job Description -
1) Develop and maintain relationships with high net worth clients to provide tailored wealth management services.
2) Analyze clients’ financial situations and develop strategies to meet their financial goals.
3) Provide advice on investments, insurance, estate planning, and other financial services.
4) Monitor clients’ portfolios and make recommendations for changes as needed.
5) Stay up to date on market trends and changes in the financial industry.
6) Prepare and present financial plans and investment strategies to clients.
7) Negotiate with financial institutions to secure the best terms for clients.
8) Respond to client inquiries in a timely and professional manner.
9) Identify new business opportunities and develop strategies to increase client base.
Looking for Candidates with good Experience in Managing and Advising Super HNI/ Private clients across all asset classes from
banks, wealth management companies broking firms or Asset Management companies. Preferring local candidates who hold goos client base on wealth management products and services.