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. Client Acquisition: Identify and onboard affluent clients through referrals, networking, and market opportunities.
Relationship Management: Build long-term relationships and act as the primary advisor for clients' financial needs.
Investment Advisory: Recommend suitable products across asset classes such as mutual funds, equities, bonds, PMS, AIFs, insurance, structured products, and fixed income.
Wealth Planning: Assist clients with retirement planning, estate planning, tax optimization, succession planning, and family wealth management.
Portfolio Management: Monitor client portfolios, review performance regularly, and suggest rebalancing strategies.
Revenue Generation: Achieve targets related to Assets Under Management (AUM), fee income, and overall profitability. <p>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 centers .</p>