Private Wealth Manager (8-10 yrs) Hyderabad/Chennai/Mumbai/Pune/Bangalore/Coimbatore/Madurai/Delhi NCR/Indore/Nagpur/Ahmedabad/Rajasth (BFSI Sales)

Antal International Recruitment Network

India
Permanent
Full-time

1 month ago

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.Personnel Specification:- Education: Master's Degree from an accredited College- Experience: 8 Years' experience in investment management, wealth advisory, or related financial services roles.Certifications:- Mandatory certifications must be acquired as per the Industrial Certification policy of the Company (ref:updazz.com)

updazz .com

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