Private Wealth Manager
- Location
- Pan India
- Role Type
- Full-time
- Department
- Private Wealth Services
Job Description
Qualification
Post Graduation
Experience
8+ years
No. of Openings
15+
• Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.
• Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.
• Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
• Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.
• Accountable to achieve annual targets on AUM & revenue in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.
Benefits
• Exposure to diversified investment products with a product agnostic advisory model. • Client centric organization. • Work alongside an experienced investment and research team driving high quality solutions for clients. • Advanced technology platforms to enable seamless client experience.