Financial Advisor - Private Wealth Management - Financial Services

Our Client, one of India's leading and largest Private Wealth setups is seeking experienced and dynamic Private Wealth professionals at their office in Mumbai.

Job Summary :

- Grow the Assets under Advice

- Achieve the Revenue Targets

- Client acquisition

Key Responsibilities :

- To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile

- To meet the revenue and product mix targets

- Gateway to any requirement from the firm

- Recommendation of products as per client requirement.

- Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.

- Should maintain & continuously develop high end client base.

- To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.

- To continuously track market trends and customer