Private Wealth Manager
2 days ago
Company: SMC Private Wealth
Position: Private Wealth Manager / Senior Wealth Manager
Working Days: Monday to Friday
Role Overview:
As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other investment products.
Key Responsibilities:
Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.
Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.
Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).
Desired Profile:
Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of ₹20 crores+.
Product Knowledge: Expertise in PMS and key investment products.
Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients.
Qualifications: Relevant degree in Finance or a related field
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