Wealth Manager - MF/PMS & AIF - Investment Firm (5-12 yrs)

Job Description - Understanding the financial need & risk appetite of the client & recommending suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

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 the AUM growth & revenue generation from the relationships with Wealth Management.

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