Private Banker/Relationship Manager/Wealth Manager
2 days ago
Key Responsibilities
- Client Relationship Management
Acquire and onboard HNI/UHNI clients through personal network, referrals, and open market sourcing.
Build and nurture long-term relationships with clients and their families.
Understand clients' financial goals, risk appetite, and preferences to offer customized wealth solutions.
- Financial Advisory & Wealth Solutions
Provide holistic financial advice across asset classes including Mutual Funds, PMS, AIFs, Bonds, and Insurance.
Design and present personalized investment plans and asset allocation strategies.
Educate clients on financial planning, investment strategies, and market outlook.
- Portfolio Management
Monitor and manage client portfolios regularly to ensure alignment with defined objectives.
Track market developments, macroeconomic trends, and product performance to suggest timely portfolio rebalancing.
Share performance updates and investment insights through periodic reviews.
- Product Expertise
Maintain up-to-date knowledge of financial instruments including equity, debt, alternatives, and structured products.
Recommend best-suited investment products based on client profiles and market conditions.
- Compliance & Risk Management
Ensure strict adherence to internal policies and regulatory guidelines (SEBI, AMFI, etc.).
Conduct due diligence and implement risk-mitigation strategies to safeguard client interests.
- Internal Collaboration
Coordinate with internal stakeholders including investment specialists, operations, compliance, and legal teams.
Leverage firm-wide capabilities to provide comprehensive solutions and superior client experience.
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