Wealth Manager - Banking

Wealth Manager - Bangalore, Mumbai, Kolkata,Pune

- Managing and acquiring high value relationships into the HNI & Ultra HNI Clients

- Managing relationship of HNI clients, retaining & enhancing advisory relationship

- Develop and implement financial plans to meet investment objectives and client goals, including asset allocation and diversification, portfolio analysis, product selection, and performance monitoring

- Identify client needs and objectives, and suggest suitable investment options, products, and services to satisfy them

- Develop and implement investment policies and procedures

- Monitor client accounts regularly, and advise client on tax, legal, and insurance matters

- Research and suggest investment ideas and products

- Coordinate investment activities with other investment professionals, such as analysts and portfolio managers

- Develop, implement, and maintain internal operations, including policies, procedures, standards, guidelines, training programs, and cultural values

Eligible criteria: Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.