Private wealth

3 weeks ago

Bhubaneswar, India ICICIDirect Full time

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, EquityTo educate clients on the features, benefits, and risks associated with various wealth management products.To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.To identify new business opportunities and generate leads through networking and referrals.To drive business growth by effectively cross-selling wealth management products and services to existing clients.To conduct thorough due diligence on investment products and providers to mitigate risks.To maintain accurate records of client interactions and transactions in accordance with compliance standards.Key Requirements:Relevant experience of 12 - 18 yearsShould have strong understanding of wealth management products, including AIFs and PMS.Should have a proven track record of building and managing relationships with high-net-worth individuals.Should have excellent communication, presentation, and negotiation skills.Should have the ability to work independently and as part of a team in a fast-paced environment.Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

  • Private Wealth

    3 weeks ago

    Bhubaneswar, India ICICIDirect Full time

    Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth Manager@ UPTO 50 LPA For leading private wealth company

    2 weeks ago

    Bhopal, Bhubaneswar, Jaipur, Lucknow, Nashik, Raipur, India Astha Banerjee Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profileMust have enriched experience in Private wealth, Acquisition, Investment products, Structured...

  • Private wealth Relationship Manager

    6 days ago

    Bhubaneswar, Chandigarh, Mumbai, India ICICI Securities Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Banking Relationship Manager HNI Vertical

    1 week ago

    Bhubaneswar, Nagpur, Surat, India Executive Resource Consultants Full time ₹ 20,00,000 - ₹ 40,00,000 per year

    If you are eligible and interested in this role, please share your CV at or WhatsApp your CV at Key ResponsibilitiesClient Acquisition & Relationship Management:Identify and attract new HNI clients through strategic efforts and referrals.Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships.Ensure high levels...

  • Account Manager

    2 days ago

    Saheed Nagar, Bhubaneswar, Orissa, India A1 human wealth management private limited Full time ₹ 6,00,000 - ₹ 10,00,000 per year

    Job Title: Account ManagerLocation: Odisha (Bhubaneswar)Experience: 2 – 5 YearsCTC Range: ₹6 – 8 LPAJob Summary:We are seeking a highly skilled and detail-oriented Account Manager to independently manage the company's accounting and financial operations. The ideal candidate should possess strong analytical abilities, excellent communication skills, and...