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Private Wealth Manager - BFSI (3-18 yrs)
Way To Go Consulting
posted 12d ago
Job Description
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.
Functional Areas: Banking/Insurance
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