Wealth Manager
2 weeks ago
Position: Private Wealth Manager / Senior Wealth Manager.
Location: Delhi / Mumbai.
Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.
Your core focus will be on achieving revenue, client acquisition, and Asset Under Management (AUM) targets through effective sales and advisory of investment products such as PMS, AIFs, unlisted shares, and others.
Key Responsibilities:
- New Client Acquisition: Proactively identify and acquire HNI/UHNI clients through referrals, networking, and market analysis.
- Sales & Advisory: Promote and sell a range of in-house and third-party financial products, including: Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Unlisted Shares Mutual Funds, Bonds, SIPs Insurance, Equities, Commodities, and Currency products.
- Relationship Management: Build and nurture long-term relationships with clients by understanding their financial goals and offering suitable investment solutions.
- Target Achievement: Consistently achieve set targets for new client onboarding, business volume, and AUM growth.
Desired Candidate Profile:
- Experience: Demonstrated success in client acquisition and sales, with a self-acquired AUM portfolio exceeding - 20 crores.
- Product Knowledge: In-depth knowledge of PMS and related investment products.
- Skills: Excellent interpersonal and communication skills with a proven ability to attract, engage, and retain clients.
- Qualifications: MBA (Finance/Marketing), CFP, or CFA preferred.
Company Links:
MC Private Wealth: these screening questions : 1.
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