Private Wealth Manager

The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.

- Self motivated individual with strong entrepreneurial skills.

- Deep knowledge of all aspects of wealth/private banking activities.

- Developing strategy and implementing process and team development that enhance the achievements of business objectives catering to HNI and UHNI net worth individuals of family offices.

- Proactively source, acquire and expand high-value customer relationships by maximizing sales and service opportunities.

- Build & manage the HNI/UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Partner with clients on an ongoing basis to understand their business needs and objectives

- Enhancement of portfolio size and wallet share of existing clients with strict adherence to compliance

- Effectively communicate the organization's value proposition with prospects

- Provide regular value-added engagement to client

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client