Private Wealth

3 weeks ago

Surat, Gujarat, 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, Insurance, Equity To 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+ years Should 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.

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