Private Wealth Manager - Financial Institution

We our upGrad Rekrut, a consultantancy owned by upGrad.

Our client is a well known financial institution looking out for manager for its private wealth segment.

The candidate would be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables:

1) Critical:

- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

- 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.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

2) Routine:

- Analyse client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite

- Provide regular updates to the immediate superior as and when required

- Create and enforce plans that will help meet the needs of the customer.

If keen, please whatsapp 9719198789.
Deepika