Private Wealth Manager

2 days ago

Mumbai, Maharashtra, India Fintoo Full time ₹ 15,00,000 - ₹ 25,00,000 per year

We are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management. The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business development activities to expand the client base

  • Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.
  • Explaining various products and services to prospective clients
  • Serving as a liaison between the organization and clients, managing accounts and investments, and providing financial services
  • Reviewing clients' current investment portfolios and recommending changes to meet their neeeds.
  • 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+years of experience in private banking or wealth management
  • At least a bachelor's degree along with NISM VA / IRDA certified
  • A good understanding of investment products and asset classes
  • A good network of clients across UHNWI/HNWI, family offices and/or institution
  • Strong communication skills

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