Private Wealth Manager

Private Wealth Manager

Job Description:

- Providing financial advice and implementing financial planning recommendations for high net worth clients.

- Candidate will be responsible for building AUM in products like Mutual Funds, Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.

- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.

- Buying & selling stock research to the client.

- Managing investments.

- Building client relationships and actively engaging in client acquisition.

- Addressing client needs through product Solutions.

- Assuring service quality and client satisfaction.

- Complying with all company policies and procedures.

- Maintaining current knowledge of wealth products solutions.