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Job Code
1457623
Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.
General brief about the role:
Private Wealth Manager plays a crucial role in providing sophisticated investment advice and curated solutions to HNI/Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships.
Essential Duties and Responsibilities:
- Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.
- 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.
Role Requisites:
- Education: Master's Degree from an accredited College
- Experience: 5 Years' experience in investment management, wealth advisory, or related financial services roles. Ideal candidate should have relevant experience/knowledge in wealth products like PMS/ AIF/MF.
Skill Sets:
- Communication Skills (Must be multilingual with excellent communication)
- Extensive Market knowledge (understand the dynamics of financial business)
- Resourcefulness
- Convincing Skills
- Analytical skills
Behavioural Competencies:
- Service oriented
- Perseverance
- Interpersonal skills
- Cultural sensitivity
- Willingness to learn
- Initiative
- Teamwork and Cooperation
- Result Oriented
Certifications: Mandatory certifications must be acquired as per the Industrial Certification policy of the Company.
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Posted By
259
JOB VIEWS
32
APPLICATIONS
19
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Banking & Finance
Job Code
1457623
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