Job Overview
A Private Wealth Manager is responsible to handle large investment Portfolio and Ultra HNI Relationship with focus on offering customized wealth and investment solutions across various asset classes for AUM growth, client satisfaction, and revenue generation.
Client Acquisition - Acquire new UHNI / Super HNI clients and develop strong relationship and manage the portfolio by Monitor client portfolios, review performance regularly, and suggest rebalancing strategies.
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.
Looking for Candidates with good Experience in Acquiring , Managing and Advising UHNI / Super HNI/ Private clients across all asset classes from banks, wealth management companies. Preferring local candidates with good client base on wealth management products and services.