Private Wealth Manager - BFSI (3-18 yrs)

Private Wealth Manager

Job Role:

- Providing financial solutions for high net worth clients.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM/Book Size.

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

- Sharing model portfolios with clients.

- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management.

- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities.