Private Wealth Management Specialist

3 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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