Private Wealth

3 weeks ago

Coimbatore, 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, 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 - 18 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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