Private Wealth Management Specialist

2 weeks ago

Delhi, India Iifl Wealth Mgt Limited Full time
Job Summary

As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.

Key Responsibilities

Client Acquisition

- Develop and implement strategies to identify, approach, and acquire HNWIs and ultra-HNWIs.- Conduct market research and leverage networks to identify prospective clients.- Build relationships with referral partners, such as attorneys, accountants, and other financial professionals.- Organize and participate in networking events, seminars, and presentations to attract potential clients.

Portfolio Management

- Create customized financial strategies tailored to each client's needs, risk appetite, and financial goals.- Monitor clients' portfolios and recommend adjustments in response to market changes or life events.- Collaborate with investment, tax, and legal teams to deliver comprehensive financial solutions.

Client Relationship Management

- Establish long-term relationships with clients to ensure retention and loyalty.- Conduct regular portfolio reviews to discuss performance, future goals, and strategies.- Provide timely and accurate information on market trends, investment opportunities, and economic developments.

Compliance and Risk Management

- Ensure compliance with regulatory requirements and company policies.- Maintain accurate records and documentation of client interactions and transactions.- Identify and mitigate risks associated with client portfolios.

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