Wealth Manager - UHNI/HNI

- Building relationships and acquiring UHNI and HNI clients and managing and allocating their wealth across diverse set of investment products.

- Responsible for advising and managing portfolios of HNIs & UHNIs across asset classes - Equities, Debt, Alternatives and Real estate.

- Consulting Clients in building diversified and easy to manage portfolios keeping there long term goals and objectives in consideration like future requirements , cash flows, risk appetite , time frame ,tax status etc.

- Advice business owners in fund raising on both debt and equity side.

- Understanding the risk profile, investment goals of the clients and building their wealth management strategy, creating an advisory structure and actively monitoring and re-allocating their portfolios.

- Ensure the client's portfolio assets are allocated strategically to achieve their desired returns as per risk profile and hedged where required.

- Ensure a consistently high level of advisory, product and service delivery for the clients.