Private Wealth Manager

2 weeks ago

Jaipur Mumbai New Delhi, India Talengage Full time ₹ 10,00,000 - ₹ 20,00,000 per year

About Our Client

The client is a Indian NBFC company with multiple offices.(one of the top names in the market)

Job Description

Position - Wealth - Manager /Sr Manager / AVP

Experience - 2 to 20 yrs

Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore,Ranchi , Raipur

The responsibilities of the role are as follows:

  • Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
  • Acquisition of new clients.
  • Explaining various products and services to prospective clients
  • Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
  • Reviewing clients' current investment portfolios and recommending changes to meet their needs
  • Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
  • Providing financial advice and services to clients in order to meet their short-term and long-term financial goals

The candidate should have the following:

  • 5-15 years of experience within private banking or wealth management
  • At least a bachelor's degree in economics/accounting/finance/business management from a well know university
  • A good understanding of investment products and asset classes
  • A good network of clients across UHNWI/HNWI, family offices and/or institutions
  • Strong communication skills

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