Private Wealth Manager - Bank (1-10 yrs)

Private Wealth Manager - Delhi & Mumbai

Location: Pusa Road, Delhi & Goregaon, Mumbai

CTC: Standard Hike Based on Experience + Variables

Working Days: 5 Days a Week

Requirement- Should be dealing with AIF,PMS,SIP,Arbitrage

Job Description:

- Manage client relationships and generate AUM from HNI/Ultra HNI clients.

- Advise clients on investments, financial planning, and portfolio management.

- Acquire new HNI clients and deepen relationships with existing ones.

- Research market trends and investment opportunities for client portfolios.

- Collaborate with product and research teams for investment decisions.

- Conduct seminars, workshops, and business development activities.

- Ensure clients receive comprehensive wealth management services, including cash management, insurance, and financial planning.

- Provide periodic investment performance reports and reassess portfolios as needed.-

- Maintain detailed client records and assist in gathering required financial documents.

- Apply now for this exciting opportunity!