Wealth Manager - Private Wealth - Financial Services

Job Description of Wealth Manager - Private Wealth

All Grades, based on candidate fitment

1. To Develop & Manage Client relationships in order to enhance and acquire more AUM.

2. Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.

3. Review/Service portfolio to create a wow experience for clients

4. On board new relationships - Clients acquisition

5. Conduct Marketing activities to increase no of clients managed

6. Learn new skills and knowledge to service clients better

7. To maintain full ethics in providing services and analysis

8. Work closely with the product teams for delivering specialized advice

Qualifying parameters

1. Should have min 5 years of experience in Catering HNI & ultra HNI Clients, Financial Planning, Portfolio management, Client Acquisition

2. Should be from BFSI & NBFC sector only.

If keen immediately whatsapp me @ 7299993116 - Ananthi Prasad