Private Wealth Manager
Kurla, Mumbai
8 years
Wealth ManagementPortfolio Management ProfessionalAlternative Investment Fund (AIF)High Net Worth Individual ServicingHigh Net Worth Individual ServicingAUM Target ManagementInvestment AnalysisFinancial PlanningRisk AssessmentCustomer Relationship BuildingInvestment AdvisoryMarket TrendRegulatory ComplianceCross-SellingFinancial Product KnowledgeCommunication SkillInfluential negotiation skillsClient Needs AssessmentFinancial ReportingInvestment Management
Job Description:
Overview
This role focuses on managing and growing the investment portfolios of high net worth and ultra-high net worth clients, ensuring personalized wealth management solutions that align with their financial goals.
Responsibilities
- Develop and maintain strong relationships with HNI and Ultra HNI clients to understand their investment needs and risk profiles.
- Manage portfolios using Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) to optimize asset under management (AUM) growth.
- Provide tailored financial advice and wealth planning strategies to maximize client returns and satisfaction.
Requirements
- Proven experience in private wealth management with a focus on HNI and Ultra HNI clientele.
- Strong knowledge of PMS, AIF products, and portfolio management techniques.
- Excellent communication and relationship management skills to engage sophisticated investors.
Nice-to-Haves
- Familiarity with regulatory frameworks governing wealth management and investment advisory.
- Ability to analyze market trends and provide timely investment insights.
- Experience in cross-selling financial products and services within wealth management.
