Private Wealth
6 days ago
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 to 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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