Private Wealth Manager

6 days ago

Agra Jaipur Udaipur, India ICICI Securities Full time ₹ 12,00,000 - ₹ 36,00,000 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

    2 weeks ago

    Udaipur, 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

    2 weeks ago

    udaipur, 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

    Udaipur, 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

    5 days ago

    Udaipur, 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...

  • Private Wealth

    2 weeks ago

    Udaipur, 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

    2 weeks ago

    Udaipur, India Whatjobs IN C2 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

    5 days ago

    udaipur, 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@ 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...

  • Relationship Manager

    4 hours ago

    Jaipur, Rajasthan, India 360 ONE Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:Identify and onboard HNW clients through market research,...

  • ▷ [Only 24h Left] SVP/ VP/ AVP/ Relationship Manager - Private Banker/ Wealth Management

    2 weeks ago

    Jaipur, Indore, India Quick Turtle Full time

    Job Description QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial products. Key...