Private Wealth Management Specialist (1-2 yrs)

- 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.

About the Job:

- We are seeking a highly motivated and experienced Private Wealth Manager/Relationship Manager to provide comprehensive financial solutions to high-net-worth individuals.

- The ideal candidate will possess a strong understanding of financial markets, investment products, and wealth management strategies.

- This role requires a consultative approach, excellent communication skills, and a proven track record of building and managing client relationships.

- You will be responsible for growing assets under management (AUM), generating revenue, and ensuring client satisfaction while adhering to regulatory compliance.

Responsibilities:

Client Relationship Management:

- Build and maintain strong, long-term relationships with high-net-worth clients.

- Understand their financial goals, risk tolerance, and investment preferences.

- Provide personalized financial advice and solutions tailored to their specific needs.

Financial Planning & Solutions:

- Develop and implement comprehensive financial plans for clients, encompassing investment management, retirement planning, estate planning, tax optimization, and other related areas.

- Offer a range of investment solutions, including equities, fixed income, mutual funds, alternative investments, and other suitable products.

Portfolio Management:

- Monitor client portfolios regularly and make adjustments as needed based on market conditions, client objectives, and the firm's investment strategy.

- Ensure that client portfolios are aligned with their risk profile and investment goals.

Market Analysis & Research:

- Stay abreast of financial market trends, economic developments, and regulatory changes.

- Conduct research and analysis to identify investment opportunities and provide informed recommendations to clients.

Business Development:

- Actively prospect for new high-net-worth clients through referrals, networking, and other business development activities.

- Expand the existing client base and grow assets under management (AUM).

Revenue Generation:

- Achieve revenue targets by generating fees and commissions from investment products and other financial services.

- Focus on increasing profitability through effective client relationship management and business development efforts.

Compliance & Regulatory Adherence:

- Ensure compliance with all applicable regulations and guidelines set forth by relevant regulatory authorities (e.g., SEBI, RBI) in all client interactions and transactions.

- Maintain accurate records and documentation.

Collaboration & Teamwork:

- Work closely with internal teams, including investment specialists, research analysts, and operations staff, to provide seamless and integrated service to clients.

Reporting & Communication:

- Provide regular updates to clients on portfolio performance, market conditions, and investment strategies.

- Prepare reports and presentations for client meetings and internal reviews.

Qualifications:

- Bachelor's degree in Finance, Business Administration, Economics, or a related field.

- A Master's degree or relevant professional certifications (e.g., CFA, CFP, CA) are preferred.

- Experience in private wealth management, relationship management, or a similar role serving high-net-worth clients.

- Proven track record of building and managing client relationships, growing AUM, and generating revenue.

- Strong understanding of financial markets, investment products, and wealth management strategies.

- Excellent communication, interpersonal, and presentation skills.

- Ability to analyze financial data and make informed investment recommendations.

-Strong sales and business development skills.

- Knowledge of regulatory compliance requirements for the financial services industry.

- Proficiency in financial planning software and CRM systems.