Private Wealth Manager

22 hours ago

Bengaluru, Karnataka, India beBeeFinancial Full time
Job Title: Private Wealth Manager

As a Private Wealth Manager, you will play a pivotal role in guiding high net worth individuals and families to achieve their financial objectives.

The ideal candidate will have extensive experience in portfolio management, banking, wealth management, and/or financial advisory services.

  • Craft bespoke investment strategies tailored to each client's risk appetite, short-term, and long-term goals.
  • Develop and implement effective asset allocation plans across domestic and offshore markets.
  • Maintain continuous portfolio monitoring and benchmarking to ensure optimal performance.
  • Serve as a single point of contact for clients, providing seamless experiences through coordination with cross-functional teams.
  • Prioritize relationship-building by understanding clients' diverse investment and family office needs, offering innovative solutions through internal and external partnerships.
  • Foster growth by increasing assets under advisory, wallet share, and relationships managed or acquired.

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