Private Wealth Manager

4 days ago

Agra Jaipur Udaipur, India ICICI Securities Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Role & Responsibilities:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To provide personalized inancial 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, Insurance, 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 achieve revenue targets and contribute to the overall growth of the private wealth management business.
  • 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:

  • 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

  • Private Wealth Manager

    2 weeks ago

    Chennai, Delhi, Jaipur, NCR, India Talengage Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    About Our ClientThe client is a Indian NBFC company with multiple offices.(one of the top names in the market)Job DescriptionPrivate Wealth Manager / WM / RMExperience - 2 yrs to 10+ yrsLocations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , HyderabadRequirement -The responsibilities of the role are as follows:Meeting with clients in person to discuss...

  • Private Wealth

    5 days ago

    Agra, Uttar Pradesh, India ICICIDirect Full time

    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...

  • Private Wealth

    1 week ago

    Jaipur, Rajasthan, India ICICIDirect Full time

    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...

  • Private Wealth Manager

    2 weeks ago

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

    About Our ClientThe client is a Indian NBFC company with multiple offices.(one of the top names in the market)Job DescriptionPosition - Wealth - Manager /Sr Manager / AVPExperience - 2 to 20 yrsLocation - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore,Ranchi , RaipurThe responsibilities of the role are as follows:Meeting with clients in...

  • Senior Wealth Manager

    6 days ago

    Agra, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Private Wealth ManagerAbout the RoleWe are seeking a highly skilled and experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, understanding their financial goals and objectives, and providing personalized financial...

  • Private Wealth Manager@ UPTO 50 LPA For leading private wealth company

    2 weeks ago

    Bhopal, Bhubaneswar, Jaipur, Lucknow, Nashik, Raipur, India Astha Banerjee Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profileMust have enriched experience in Private wealth, Acquisition, Investment products, Structured...

  • Private Wealth

    3 days ago

    Agra, India ICICIDirect Full time

    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...

  • Private Financial Strategist

    5 days ago

    Agra, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Private Wealth Manager OpportunityWe are seeking an experienced Private Wealth Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.Main Responsibilities:Provide personalized financial advice and wealth management...

  • Senior Wealth Management Consultant

    1 week ago

    Jaipur, Rajasthan, India beBeeWealth Full time ₹ 15,99,570 - ₹ 21,19,320

    Job Title: Wealth Management Subject Matter ExpertWe are seeking an experienced professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer...

  • Private Banker

    4 days ago

    Jaipur, India EMS CONSULTANCY Full time

    JD below for the Private Banker role Position: - Private Banker BU: Wealth Management Education: Full-Time Graduate/Master’s Degree CTC - Negotiable based on current salary and experience Role & Responsibilities - Offer Private Banking/ Wealth Management Services - Acquiring and Managing relationships of HNI and Super HNI clients, retaining &...