Wealth Specialist - HNI/UHNI (2-10 yrs)

The Private Wealth Management is a Wealth Advisory and Family Office solutions to UHNI individuals and families, both Resident as well as Non Resident (NRIs), who help the clients to invest wisely through customized solutions after reviewing their investment objectives and financial goals.

Key Roles & Responsibilities

- Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc

- Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation

- Constantly monitor and review client portfolios based on timely analysis of market dynamics

- Ensuring regular availability of Research material and inputs to the client

- Service existing clients with the support of client servicing team

- Ensure 100% compliance in internal process i.e. sales process, asset allocation, advisory mandates, etc

- Follow applicable KYC norms & other regulatory requirements

- Update FA workstation for all client interaction & product con calls

- Complete mandatory certifications & other knowledge upgradation activities

- Maintain client prospects MIS & submit the same on periodic basis