Private Wealth Manager
1 day ago
Role & responsibilities
We are looking for seasoned Wealth Management professionals to manage and grow High Net Worth and Ultra HNI client relationships. The role requires strong advisory capability, portfolio management expertise, and an ability to deliver superior customer experience.
Key Responsibilities
- Manage and expand relationships with HNI & UHNI clientele
- Handle investment advisory across Mutual Funds, Structured Products, AIF, PMS, Bonds, Insurance & other wealth products
- Ensure portfolio growth through asset allocation, cross-sell & up-sell strategies
- Conduct periodic portfolio reviews ensuring superior returns and customer satisfaction
- Achieve revenue targets across investment, liabilities & fee income
- Acquire new HNI clients through market mapping, references & networking
- Ensure 100% compliance & regulatory governance
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