Private Wealth Manager - BFSI (5-20 yrs)

Private Wealth Manager

We are looking for private wealth manager, location Delhi , Gurugram , Kolkata , Patna , Ranchi, Mumbai

Key Responsibilities:

Client Relationship Management:

- Manage and grow a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

- Provide tailored financial advice by understanding clients' goals, risk profiles, and investment preferences.

Investment Advisory & Sales:

- Offer a wide range of investment products, including equity, fixed income, structured products, alternative investments, and mutual funds.

- Ensure appropriate asset allocation strategies for clients to maximize returns while managing risks effectively.

Business Development:

- Prospect and onboard new clients through referrals, networking, and relationship-building activities.

- Develop and execute strategies to meet individual and team revenue targets.

Market Expertise:

- Stay updated on market trends, financial products, and regulatory developments to offer informed advice.

- Conduct periodic portfolio reviews and recommend changes aligned with market conditions and client objectives.

Compliance & Documentation:

- Ensure all transactions and client interactions adhere to regulatory and organizational policies.

- Maintain accurate records of client meetings, transactions, and financial plans.

Key Skills:

- Proven ability to manage and grow wealth portfolios for HNIs and UHNIs.

- Strong understanding of financial products, investment strategies, and regulatory frameworks.

- Excellent communication and interpersonal skills to foster trust and long-term relationships.

- Goal-oriented mindset with the ability to meet and exceed revenue targets.

- Analytical skills to assess market trends and align client portfolios accordingly.